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Show Contentful space options for each new lead

Give your team a useful starting point for lead follow-up with a current list of accessible Contentful spaces.

Trigger

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

Action

List spaces

Lists all spaces that the authenticated user has access to in contentful. this is a fundamental operation needed before performing any other content management actions since most operations require a space id.

Why this helps

A new lead can need content coordination, yet the available spaces are easy to forget or hard to locate quickly.

  • Show available spaces as part of lead review
  • Keep lead context with the discovery report
  • Avoid separate space lookup

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Contentful once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to list accessible Contentful spaces when a lead is created and summarize useful lead context.
  • 4Pick the Salesforce New Lead trigger and choose where run reports should go.
  • 5Test with one real new lead and confirm the report includes accessible spaces.

Questions about this workflow

Can this generate lead content in Contentful?

No. The available action lists spaces but does not create or publish content.

Does the report know which space the lead needs?

Not automatically. Provide a reliable rule or relationship in the instruction if you need a recommended space.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Contentful. A trigger fires from one place; an action lands in another.

Salesforce triggers

Contentful actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get space

Retrieves details of a specific space by its id. this action is used to get information about a single space in contentful.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List spaces

Lists all spaces that the authenticated user has access to in contentful. this is a fundamental operation needed before performing any other content management actions since most operations require a space id.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Update space

Updates the name of a specific space. notes: - the version number is required to ensure you're updating the latest version of the space. - you can get the current version from the sys.version field when fetching space details. - only the name of the space can be updated.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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.

TriggerPolling

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Connect any two apps with Notis in the middle.

Salesforce and Contentful, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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