Keep CustomGPT readiness in view as opportunities change
A deal moves forward. Get a focused review of the CustomGPT project settings tied to that opportunity, alongside the Salesforce update.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Get Project Settings
Tool to retrieve a specific agent's settings. Use when inspecting or auditing an agent's configuration after setup.
Why this helps
Deal context and chatbot configuration live in separate places, making it easy to miss a readiness question before a customer conversation.
- Review specified CustomGPT project settings when deal context changes.
- Keep configuration questions with the relevant opportunity run report.
- Reduce manual switching between Salesforce and CustomGPT.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and CustomGPT once in the Notis portal.
- 2Create an automation by telling Notis to review the specified CustomGPT project settings when the related opportunity changes.
- 3Pick the Salesforce New or Updated Opportunity trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real opportunity update and confirm the project ID and review instructions.
Questions about this workflow
How does Notis know which CustomGPT project to inspect?
Include the project ID and its relationship to the opportunity in your instruction. The project ID is not supplied by the Salesforce trigger.
Does this change the CustomGPT project?
No. This workflow retrieves project settings for review and reports findings. It does not update the project.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Customgpt. A trigger fires from one place; an action lands in another.
Salesforce triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Tool to delete a CustomGPT project by ID. Use when you need to permanently remove an existing agent after confirming the ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete CustomGPT Project License
Tool to delete a CustomGPT project license by ID. Use after confirming both projectId and licenseId; this permanently removes the license.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get Project License
Tool to retrieve a license for a specific project. Use when you need to fetch license details by license ID.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Project Settings
Tool to retrieve a specific agent's settings. Use when inspecting or auditing an agent's configuration after setup.
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.
Get Usage Limits
Tool to get user's agents, words, and queries usage limits. Use when you need to check current account quotas after authentication.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Current User Profile
Tool to retrieve the current user's profile information. Use when you need to display or verify authenticated user details after login.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Conversation Messages
Tool to list messages in a conversation. Use when you need to retrieve the full chat history after starting a conversation session.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
List CustomGPT Project Licenses
Tool to list all licenses for a CustomGPT project. Use when you have a project ID and want to fetch its license entries.
Connect any two apps with Notis in the middle.
Salesforce and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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