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Review account changes with related content close at hand

When account details change, have Notis search Contentful for relevant entries and bring the available context into a run report.

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

GraphQL Content API Query

Tool to execute a GraphQL query against a specified space and environment. Use when fetching Contentful content via GraphQL after obtaining or providing a valid token.

Why this helps

Account updates can trigger follow-up work, but related content may be buried in a separate system and easy to miss.

  • Bring potentially relevant Contentful entries into account review.
  • Reduce manual searching after account changes.
  • Make missing or sparse account context visible in the report.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Contentful graphql once in the Notis portal.
  • 2Create an automation by telling Notis the desired outcome, or use Automations, New Automation in the portal.
  • 3In one instruction, ask Notis to query Contentful for entries related to the available account details and summarize matches.
  • 4Pick the Account Created or Updated trigger and choose where run reports should go.
  • 5Test with one real account creation or update and review the results.

Questions about this workflow

Does this work for both new and existing accounts?

Yes. The selected Salesforce trigger covers account creation and updates.

What details are used to search?

Notis can use details returned by the trigger and the query available through Contentful GraphQL. Any additional search criteria must be supplied in the instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Salesforce triggers

Contentful graphql actions

Recurring trigger

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

TriggerScheduled

Get CMA Token

Tool to retrieve a Contentful Management API (CMA) access token. Use when making CMA calls to ensure valid authorization.

ActionInstant

Webhook trigger

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

TriggerInstant

GraphQL Content API Persisted Query

Tool to execute a persisted GraphQL query via its SHA256 hash. Use after registering a query hash to run cached queries by hash. On first call include full query text; thereafter invoke with only hash and variables.

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

GraphQL Content API Query

Tool to execute a GraphQL query against a specified space and environment. Use when fetching Contentful content via GraphQL after obtaining or providing a valid token.

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 graphql, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Contentful graphql.