Bring relevant customer proof into every opportunity review
Give each opportunity a quick search for Contentful case studies and proof points that may help move the conversation forward.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Finding a relevant customer example often means leaving the opportunity, searching a separate content library, and trying to remember what to share.
- Surface available proof points while reviewing an opportunity.
- Reduce context switching during sales follow-up.
- Summarize only content returned by the configured 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 search Contentful for case studies related to the opportunity details and summarize matching entries.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real opportunity and review the returned content matches.
Questions about this workflow
Does this publish or change Contentful entries?
No. This workflow runs a Contentful GraphQL query and summarizes returned content; it does not publish or update entries.
What if an opportunity has no industry details?
Notis can only search using details available in the trigger data or details you supply in the instruction. It should report when there is not enough information to find relevant matches.
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.