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Find current code samples for technical leads

Give technical prospects a useful, version-aware starting point without stopping to search documentation by hand.

Trigger

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

Action

Query-docs

Retrieves and queries up-to-date documentation and code examples from Context7 for any programming library or framework. You must call 'resolve-library-id' first to obtain the exact Context7-compatible library ID required to use this tool, UNLESS the user explicitly provides a library ID in the format '/org/project' or '/org/project/version' in their query. IMPORTANT: Do not call this tool more than 3 times per question. If you cannot find what you need after 3 calls, use the best information you have.

Why this helps

Integration questions in new leads can get buried while you switch between Salesforce and documentation sites.

  • Surface relevant code examples while the lead is still fresh.
  • Use current documentation instead of relying on remembered APIs.
  • Keep the research attached to a prompt-based automation run.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Context7 MCP once in the Notis portal.
  • 2Create an automation in Automations, New Automation, with a name, prompt, report channel, and trigger.
  • 3In one instruction, ask Notis to use the lead's stated integration need and named library to retrieve relevant current docs and a code sample; if either is missing, report what is needed.
  • 4Pick Salesforce New Lead Trigger as the trigger.
  • 5Choose where run reports go, then test with one real lead.

Questions about this workflow

Does this send a reply to the lead?

No. The listed Context7 action retrieves documentation and code examples. It does not send messages or update Salesforce.

What if the lead does not name a library?

Ask Notis to report that the library is missing rather than guess. Context7 requires a compatible library ID before it can query docs.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Context7 MCP. A trigger fires from one place; an action lands in another.

Salesforce triggers

Context7 MCP actions

Recurring trigger

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

TriggerScheduled

Query-docs

Retrieves and queries up-to-date documentation and code examples from Context7 for any programming library or framework. You must call 'resolve-library-id' first to obtain the exact Context7-compatible library ID required to use this tool, UNLESS the user explicitly provides a library ID in the format '/org/project' or '/org/project/version' in their query. IMPORTANT: Do not call this tool more than 3 times per question. If you cannot find what you need after 3 calls, use the best information you have.

ActionInstant

Webhook trigger

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

TriggerInstant

Resolve-library-id

Resolves a package/product name to a Context7-compatible library ID and returns matching libraries. You MUST call this function before 'query-docs' to obtain a valid Context7-compatible library ID UNLESS the user explicitly provides a library ID in the format '/org/project' or '/org/project/version' in their query. Selection Process: 1. Analyze the query to understand what library/package the user is looking for 2. Return the most relevant match based on: - Name similarity to the query (exact matches prioritized) - Description relevance to the query's intent - Documentation coverage (prioritize libraries with higher Code Snippet counts) - Source reputation (consider libraries with High or Medium reputation more authoritative) - Benchmark Score: Quality indicator (100 is the highest score) Response Format: - Return the selected library ID in a clearly marked section - Provide a brief explanation for why this library was chosen - If multiple good matches exist, acknowledge this but proceed with the most relevant one - If no good matches exist, clearly state this and suggest query refinements For ambiguous queries, request clarification before proceeding with a best-guess match. IMPORTANT: Do not call this tool more than 3 times per question. If you cannot find what you need after 3 calls, use the best result you have.

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

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 Context7 MCP, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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