Keep the next follow-up grounded in useful content
After a Salesforce task is completed, search Contentful for related materials and give the team a short, usable summary.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
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.
Why this helps
A completed task can leave the next step unclear, especially when supporting material takes time to locate.
- Surface related material after task activity.
- Give the team a concise starting point for follow-up.
- Use an existing persisted query to retrieve known content.
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 run the existing Contentful persisted query using relevant task details and summarize matching entries.
- 4Pick the Task Created or Completed trigger and choose where run reports should go.
- 5Test with one real Salesforce task and confirm the query hash is available.
Questions about this workflow
Can I limit this to completed tasks?
The trigger supports optional filtering by task Status or Subject. Choose the trigger options available for this event.
Does this create a follow-up task or send content?
No. The listed target actions query Contentful. The workflow summarizes returned content in the run report channel.
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.
Get CMA Token
Tool to retrieve a Contentful Management API (CMA) access token. Use when making CMA calls to ensure valid authorization.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.