Refresh customer context from repository documentation
When an account changes, revisit the documentation that may matter to the relationship and get a concise summary for your next move.
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
Read wiki contents
View documentation about a GitHub repository. Args: repoName: GitHub repository in owner/repo format (e.g. "facebook/react")
Why this helps
Important account updates can leave customer context scattered across CRM notes and technical documentation.
- Bring relevant technical documentation into account follow-up.
- Summarize wiki contents for a selected repository.
- Reduce manual context switching after an account update.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Devin MCP once in the Notis portal.
- 2Create an automation in Automations, then choose a name and report channel.
- 3Tell Notis to read the wiki contents for the owner/repo repository relevant to the account and summarize sections related to the account context.
- 4Pick Account Created or Updated as the trigger.
- 5Test with one real account and choose where run reports go.
Questions about this workflow
Can the account record identify the repository?
Only if the repository name is present in the context available to Notis. Otherwise, specify the owner/repo in the instruction.
Does this update Salesforce documentation?
No. The Devin action reads repository wiki contents, and Notis can summarize the result in its run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Devin MCP. A trigger fires from one place; an action lands in another.
Salesforce triggers
Devin MCP actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Ask question
Ask any question about a GitHub repository and get an AI-powered, context-grounded response. Args: repoName: GitHub repository or list of repositories (max 10) in owner/repo format question: The question to ask about the repository
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List available repos
List all repositories available to query with your Devin account. Only available in private mode (via devin.ai endpoints).
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Read wiki contents
View documentation about a GitHub repository. Args: repoName: GitHub repository in owner/repo format (e.g. "facebook/react")
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Read wiki structure
Get a list of documentation topics for a GitHub repository. Args: repoName: GitHub repository in owner/repo format (e.g. "facebook/react")
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Devin MCP, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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