Get current database options into solution planning
When an opportunity reaches your planning stage, Notis can retrieve DigitalOcean's available database engines, versions, regions, and sizes for review.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
List All Databases
Tool to list all managed database clusters on your account. use when you need to retrieve clusters and support pagination or filtering by tag.
Why this helps
Solution planning can slow down when teams have to look up current infrastructure options by hand.
- Bring available database choices into the planning workflow.
- Reduce context switching during solution sizing.
- Base discussions on options returned by DigitalOcean.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and DigitalOcean once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which opportunity stage should prompt an options lookup and what information to summarize in one instruction.
- 4Pick New or Updated Opportunity as the trigger, then choose where run reports go.
- 5Test with one real opportunity and review the run report.
Questions about this workflow
Does this create a database cluster?
No. This workflow retrieves valid database engine, version, region, and size options for planning. Creating a cluster is a separate action.
Can it check only opportunities in a certain stage?
Describe the stage in the instruction. The opportunity event fires for creations or updates, and Notis can evaluate the returned opportunity data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Digital ocean. A trigger fires from one place; an action lands in another.
Salesforce triggers
Digital ocean actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Custom Image
Tool to create a new custom image by providing a url to a linux vm image. use when you need to import a vm image into digitalocean after specifying name, url, distribution, and region.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Database Cluster
Tool to create a new managed database cluster. use when you need to provision a database cluster with name, engine, version, region, size, and number of nodes.
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 New Block Storage Volume
Tool to create a new block storage volume. use when you need to provision persistent block storage after confirming the target region supports volumes. example: "create a 100 gib ext4 backup volume named 'db-backup' in nyc1."
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create New Domain
Tool to create a new domain. use when you have the domain name and optionally an ip address to assign an a record.
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 Domain Record
Tool to create a new dns record for a domain. use after confirming domain exists and record specifics.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create New Droplet
Tool to create a new droplet. use when you need to provision a vm with name, region, size, and image.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create New Firewall
Tool to create a new firewall. use when you need to define a firewall name and custom rules (requires at least one inbound and one outbound rule).
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create New Kubernetes Cluster
Tool to create a new kubernetes cluster. use when you have finalized the cluster name, region, version, and at least one node pool. confirm region supports kubernetes clusters before use.
Connect any two apps with Notis in the middle.
Salesforce and Digital ocean, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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