Review Databricks app access when a lead arrives
Keep app access visible during lead qualification with a Databricks permissions snapshot in the run report.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Get Databricks App Permissions
Tool to retrieve permissions for a Databricks app. Use when you need to check who has access to an app and their permission levels. Returns the access control list including inherited permissions from parent or root objects.
Why this helps
Access questions can get lost during lead qualification when the Databricks app's access list lives in a separate workspace.
- Include the current Databricks app access list in the lead-triggered run report.
- Make access checks easier to find during qualification or sales review.
- Keep the check read-only; the workflow retrieves permissions without changing them.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Databricks once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis which Databricks app to inspect and what access details to include in the report.
- 4Pick the Salesforce New Lead trigger and choose where run reports go.
- 5Test with one real new lead and confirm the report contains the intended app's access list.
Questions about this workflow
Does this grant or revoke app access?
No. It retrieves the Databricks app permissions for the run report and does not change them.
Can the workflow decide permissions based on the lead?
This action only retrieves an app's permissions. It does not assign access or infer a permission change from lead data.
How is the Databricks app selected?
Name the app to inspect in your Notis instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Databricks. A trigger fires from one place; an action lands in another.
Salesforce triggers
Databricks actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Member to Security Group
Tool to add a user or group as a member to a Databricks security group. Use when you need to grant group membership for access control.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Custom LLM Agent
Tool to delete a Custom LLM agent created through Agent Bricks. Use when you need to remove a custom LLM and all associated data. This operation is irreversible and deletes all data including temporary transformations, model checkpoints, and internal metadata.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Databricks App
Tool to create a new Databricks app with specified configuration. Use when you need to create apps hosted on Databricks serverless platform to deploy secure data and AI applications. The app name must be unique within the workspace, contain only lowercase alphanumeric characters and hyphens, and cannot be changed after creation.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete Databricks App
Tool to delete a Databricks app from the workspace. Use when you need to remove an app and its associated service principal. When an app is deleted, Databricks automatically deletes the provisioned service principal.
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.
Deploy Databricks App
Tool to create a deployment for a Databricks app. Use when you need to deploy an app with source code from a workspace path. The deployment process provisions compute resources and uploads the source code. Deployments can be in states: IN_PROGRESS, SUCCEEDED, FAILED, or CANCELLED.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Databricks App Details
Tool to retrieve details about a specific Databricks app by name. Use when you need to get comprehensive information about an app including configuration, deployment status, compute resources, and metadata.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get Databricks App Permission Levels
Tool to retrieve available permission levels for a Databricks app. Use when you need to understand what permission levels can be assigned to users or groups for a specific app. Returns permission levels like CAN_USE and CAN_MANAGE with their descriptions.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Databricks App Permissions
Tool to retrieve permissions for a Databricks app. Use when you need to check who has access to an app and their permission levels. Returns the access control list including inherited permissions from parent or root objects.
Connect any two apps with Notis in the middle.
Salesforce and Databricks, 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 Databricks.