Keep device inventory in view during account reviews
When a Salesforce account changes, retrieve the Control D device inventory for the organization you specify.
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
Get Devices
Tool to list all devices associated with the account. Use when you need to retrieve device inventory after authentication.
Why this helps
Account changes can affect operational context, while device inventory may sit in a separate admin console.
- Prompt an inventory review around account changes.
- Keep device context close to account operations.
- Reduce manual reminders to check the admin console.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Control D once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for account device reviews.
- 3Describe in one instruction which account changes should prompt a device inventory lookup and which Control D organization to use.
- 4Choose Account Created or Updated, select a run report destination, and test with one real account change.
Questions about this workflow
Does this modify or remove devices?
No. It lists devices associated with the account.
Can it match the Salesforce account to a Control D organization?
Only when you provide a reliable identifier and explain the match in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Control d. A trigger fires from one place; an action lands in another.
Salesforce triggers
Control d actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Device by ID
Tool to delete a Control-D device. Use when you need to remove a device by its identifier after confirming the device_id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Profile by ID
Tool to delete a profile. Use when you need to remove a profile by its ID after ensuring it is not enforced by any device.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete Profile Rule by Hostname
Tool to delete a specific custom rule by hostname from a profile. Use after confirming profile_id and hostname.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete Profile Rule by Rule ID
Tool to delete a specific custom rule by its ID within a profile. Use after confirming profile_id and rule_id.
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.
Delete Profile Rule in Folder
Tool to delete a specific custom rule within a folder. Use after confirming profile_id, rule_id, and folder_id.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Profile Schedule
Tool to delete a specific schedule within a profile. Use after confirming profile_id and schedule_id.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Known Access IPs
Tool to list known IPs associated with the account. Use when you need to retrieve recent access IPs for device resolver queries.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Analytics Endpoints
Tool to list analytics storage regions and their endpoints. Use after authenticating to retrieve available analytics regions.
Connect any two apps with Notis in the middle.
Salesforce and Control d, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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