Investigate intake logs when a lead arrives
When a new lead comes in, let Notis search Datadog logs using the query and context you specify.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Search logs
Searches datadog logs with advanced filtering capabilities. important notes: - sort parameter is not supported by the datadog logs api and will cause errors - time parameters must be in milliseconds (13-digit unix timestamps) - limit parameter is passed as string to the api - log content is nested under 'content' field in api response useful for troubleshooting, monitoring application behavior, and analyzing log patterns.
Why this helps
Investigating a lead intake issue can mean switching between CRM records and log search without a clear starting point.
- Start a related log search from new lead activity.
- Use a repeatable query instead of rebuilding it each time.
- Send search results to a chosen report channel.
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 search Datadog logs on new Salesforce leads using a query, time window, and any context you supply.
- 4Pick the New Lead trigger and choose where run reports should go.
- 5Test with one real new lead and review the search results.
Questions about this workflow
Can the workflow infer a service name from a lead?
Only if the needed value is returned by Salesforce or you supply it. Otherwise, provide a query that does not depend on missing lead context.
What should I include in my log search instruction?
Provide the query and time window that fit your investigation. Datadog log search time parameters use millisecond timestamps.
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.
Create Dashboard
Create a dashboard in datadog. dashboards provide customizable visualizations for monitoring your infrastructure, applications, and business metrics in a unified view.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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 event
Creates a new event in datadog. events are useful for tracking deployments, outages, configuration changes, and other important occurrences.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create monitor
Creates a new datadog monitor to track metrics, logs, or other data sources with configurable alerting thresholds and notifications.
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.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create Webhook
Create a webhook in datadog. webhooks enable you to receive notifications from datadog monitors and alerts to external services and applications.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete Dashboard
Delete a dashboard in datadog. permanently removes a dashboard from your organization. this action cannot be undone. use with caution.
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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