Prepare an API check for an opportunity launch
When an opportunity milestone calls for a launch check, use Notis to set up a synthetic API test with the details you provide.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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.
Why this helps
A customer launch can depend on an API check that is easy to leave until the last minute.
- Start test setup from a relevant opportunity change.
- Keep endpoint and test details in one instruction.
- Create a repeatable path for API readiness checks.
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 synthetic API test after a qualifying opportunity change, supplying the endpoint and required test details.
- 4Pick the New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real opportunity change and review the created test.
Questions about this workflow
Does the opportunity trigger know when a launch is ready?
The trigger reports that an opportunity was created or updated. State in your instruction which milestone context to use, and supply it if it is not returned.
Can the test run from a location I have not selected?
Provide the desired configuration in your instruction. Use the Datadog Get Synthetics Locations action separately if you need to retrieve available location identifiers.
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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