Add Control D organization context to new lead intake
A new Salesforce lead can prompt an organization details lookup in Control D, so the context is available in the run report.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Get Organization Details
Tool to view the authenticated organization's details. Use after confirming a valid API token.
Why this helps
New lead intake can require switching tools just to confirm which Control D organization is connected.
- Make organization context available at lead intake.
- Reduce a separate manual check in Control D.
- Keep the lookup tied to a real new-lead event.
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 lead intake context.
- 3In one instruction, ask Notis to retrieve Control D organization details when a Salesforce lead is created.
- 4Choose New Lead Trigger, pick a run report destination, and test with one real new lead.
Questions about this workflow
Does this create or update a Control D record?
No. It retrieves organization details for the run report.
Can the result be attached to the Salesforce lead automatically?
The specified action retrieves details; it does not update Salesforce.
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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