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Record account changes alongside Datadog events

Give important account changes a clear event trail you can review without switching tools.

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

Create event

Creates a new event in datadog. events are useful for tracking deployments, outages, configuration changes, and other important occurrences.

Why this helps

Account updates can disappear into record history, making it harder to connect customer activity with other events.

  • Create a searchable record of account activity.
  • Review customer changes with other Datadog events.
  • Avoid manually re-entering account updates.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Datadog once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis from any channel.
  • 3Ask Notis in one instruction to create a Datadog event for Salesforce account creation or updates, using relevant available account details.
  • 4Pick the Account Created or Updated trigger and choose where run reports should go.
  • 5Test with one real account change and review the run report.

Questions about this workflow

Does this trigger cover newly created accounts too?

Yes. The listed trigger covers accounts that are created or updated.

How does Salesforce detect changes?

This trigger uses LastModifiedDate as a high-watermark to capture both creations and updates.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Salesforce triggers

Datadog actions

Recurring trigger

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

TriggerScheduled

Create Dashboard

Create a dashboard in datadog. dashboards provide customizable visualizations for monitoring your infrastructure, applications, and business metrics in a unified view.

ActionInstant

Webhook trigger

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

TriggerInstant

Create downtime

Creates a new downtime in datadog to suppress alerts during maintenance windows or planned outages. useful for preventing false alarms during deployments or maintenance.

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

Create event

Creates a new event in datadog. events are useful for tracking deployments, outages, configuration changes, and other important occurrences.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Create monitor

Creates a new datadog monitor to track metrics, logs, or other data sources with configurable alerting thresholds and notifications.

ActionInstant

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

Create SLO

Create a service level objective (slo) in datadog. slos help you define and track reliability targets for your services, enabling data-driven decisions about service quality and reliability investments.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Create Synthetic API Test

Create a synthetic api test in datadog. creates a new synthetic api test that continuously monitors api endpoints from multiple locations worldwide. useful for proactive monitoring of api uptime, performance, and functionality.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Create Webhook

Create a webhook in datadog. webhooks enable you to receive notifications from datadog monitors and alerts to external services and applications.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Delete Dashboard

Delete a dashboard in datadog. permanently removes a dashboard from your organization. this action cannot be undone. use with caution.

ActionInstant

Connect any two apps with Notis in the middle.

Salesforce and Datadog, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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