Give promising opportunities a ready demo server
When an opportunity reaches the stage you choose, Notis can provision a droplet so your team can prepare a tailored demo without switching tools.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create New Droplet
Tool to create a new droplet. use when you need to provision a vm with name, region, size, and image.
Why this helps
Creating a demo environment by hand can slow down follow-up while the opportunity is active.
- Reduce manual setup before a customer demo.
- Start environment preparation from an opportunity update.
- Keep the provisioning instruction close to your sales workflow.
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 a droplet and describe the server requirements 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
Can I choose which opportunities start provisioning?
Describe the opportunity stage or other criteria in the instruction. The Salesforce trigger fires on opportunity creation or updates, and Notis can assess the returned data.
What droplet details do I need to provide?
Include the desired name, region, size, and image in your instruction. DigitalOcean needs those details to create a droplet.
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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