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Give new leads a relevant next piece to read

Search your existing Contentful content for useful educational resources when a lead arrives, then share a concise summary with your team.

Trigger

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

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

New leads can sit without a useful follow-up because someone has to research the right resource before reaching out.

  • Find likely relevant educational resources from available lead context.
  • Keep follow-up research together in a run report.
  • Reuse an existing persisted Contentful query.

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 persisted Contentful query using available lead context and summarize relevant results.
  • 4Pick the New Lead trigger and choose where run reports should go.
  • 5Test with one real lead and confirm the persisted query is already available for use.

Questions about this workflow

Can this register a persisted query for me?

The listed action runs a persisted query by its SHA256 hash. Set up the query hash beforehand; this workflow uses the existing query.

Will Notis send the content to the lead?

No. The listed Contentful action retrieves content. The workflow summarizes results in the selected 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.

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.