Manage the connection needed for account work
Keep connection management close to the account work that depends on it.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Manage connection
Manage a connection to a toolkit with comprehensive authentication support. supports all authentication scenarios: 1. composio default oauth (no parameters needed) 2. custom oauth (user's client id/client secret) 3. api key/bearer token authentication 4. basic auth (username/password) 5. hybrid scenarios (oauth + connection fields like site name) 6. connection-only fields (subdomain, api key at connection level) 7. no authentication required automatically detects and validates auth config vs connection fields, provides helpful error messages for missing parameters. notifies properly if a connection already exists or if authentication params are required from the user.
Why this helps
A missing or outdated app connection can interrupt account workflows at the point you need them.
- Manage connection needs in response to account work.
- Support multiple authentication scenarios.
- Keep the intended toolkit and account context in one instruction.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Composio once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Describe the toolkit connection to manage and the intended outcome.
- 4Pick the Account Created or Updated trigger and choose where run reports go.
- 5Test with one real account change.
Questions about this workflow
Can this create a new connection?
The manage connection action supports creating or managing connections. The available path depends on the toolkit and authentication details.
Should I include sensitive credentials in the prompt?
Follow the connection flow provided by Composio and use its supported authentication process for credentials.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Composio. A trigger fires from one place; an action lands in another.
Salesforce triggers
Composio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Ask Oracle
Static helper that returns a comprehensive system prompt describing how to plan and execute tasks using the available composio tools and workflows. no inputs required; simply call to retrieve the prompt. always call this after the search tool is executed -- it will provide the best context on how to proceed, chain tools, and execute the task end-to-end. relevant tools referenced by the prompt: 1. composio search tools 2. composio multi execute tool 3. composio execute code 4. composio manage connections 5. composio bash tool
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Check active connection (deprecated)
Deprecated: use check active connections instead for bulk operations. check active connection status for a toolkit or specific connected account id. returns connection details if active, or required parameters for establishing connection if none exists. active connections enable agent actions on the toolkit.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Check multiple active connections
Check active connection status for multiple toolkits or specific connected account ids. returns connection details if active, or required parameters for establishing connection if none exists. active connections enable agent actions on toolkits.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Plan
This is a workflow builder that ensures the LLM produces a complete, step-by-step plan for any use case. WHEN TO CALL: - Call this tool based on COMPOSIO_SEARCH_TOOLS output. If search tools response indicates create_plan should be called and the usecase is not easy, call it. - Use this tool after COMPOSIO_SEARCH_TOOLS or COMPOSIO_MANAGE_CONNECTIONS to generate an execution plan for the user's use case. - USE for medium or hard tasks — skip it for easy ones. - If the user switches to a new use case in the same chat and COMPOSIO_SEARCH_TOOLS again instructs you to call the planner, you MUST call this tool again for that new use case. Memory Integration: - You can choose to add the memory received from the search tool into the known_fields parameter of the plan function to enhance planning with discovered relationships and information. Outputs a complete plan with sections such as "workflow_steps", "complexity_assessment", "decision_matrix", "failure_handling" "output_format", and more as needed. If you skip this step for non-easy tasks, workflows will likely be incomplete, or fail during execution for complex tasks. Calling it guarantees reliable, accurate, and end-to-end workflows aligned with the available tools and connections.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Enable trigger
Enable a specific trigger for the authenticated user.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Execute agent
Execute complex workflows using ai agent reasoning between multiple tool calls. use this for: complex multi-step workflows requiring reasoning, error handling and retry logic. use composio multi execute tool instead for: simple parallel operations, batch operations on similar data (e.g., fetch 5 emails, get 10 sent messages, retrieve multiple user profiles), independent tool calls that don't need each other's results, or bulk operations where all parameters are known upfront. performance: agent calls add ~2-3 seconds overhead. use for workflows >3 tools or requiring conditional logic. avoid for simple parameter passing.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Execute Composio Tool
Execute a tool using the composio api.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Tool Dependency Graph
Get the dependency graph for a given tool, showing related parent tools that might be useful. this action calls the composio labs dependency graph api to retrieve tools that are commonly used together with or before the specified tool. this helps discover related tools and understand common workflows.
Connect any two apps with Notis in the middle.
Salesforce and Composio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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