Find Dock credential details from Salesforce
Keep credential details close to the Salesforce record that tracks them. When that record changes, ask Notis to retrieve the matching Dock credential.
Trigger
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.
Action
Retrieve Credential
Tool to retrieve a verifiable credential by its unique ID. If a password was used to persist it, include the same password to decrypt and return the full credential. Otherwise, only metadata is returned.
Why this helps
A credential ID in Salesforce can be hard to act on when its details live in another system.
- Retrieve credential metadata when a tracked Salesforce record changes.
- Reduce manual searching across Salesforce and Dock.
- Use a monitored Salesforce field that contains the Dock credential ID.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Dock certs once in the Notis portal.
- 2Create an automation in the portal or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to retrieve the Dock credential using its ID from the Salesforce record fields returned.
- 4Pick the Salesforce Record Updated trigger, choose where run reports go, and test with one real record containing a valid credential ID.
Questions about this workflow
What information must the Salesforce record include?
It needs to include the Dock credential ID in a field returned by the trigger. Configure the trigger's SObject type and returned field values when you select it.
Does this workflow verify the credential?
No. It retrieves credential details by ID. Use a verification workflow when you have a credential or presentation to verify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Dock certs. A trigger fires from one place; an action lands in another.
Salesforce triggers
Dock certs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create API Key
Tool to create an API key. Use when you need to generate a new API key with optional alias and IP allowlist.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Tool to create a webhook endpoint. Use when you need Dock.io to push event notifications to your service.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete API Key
Tool to delete a specific API key. Use after confirming the API key's ID via list_api_keys.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete Credential
Tool to delete a verifiable credential. Use after confirming the credential is no longer needed.
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.
Delete Tag
Tool to delete a specific tag. Use when you have a tag ID and want to permanently remove it.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Webhook
Tool to delete a specific webhook. Use after confirming the webhook's ID via list_webhooks.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Retrieve API Key
Tool to retrieve details of an API key. Tries single-key endpoint first, then falls back to listing and filtering.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Retrieve API Keys
Tool to list all API keys. Use when you need to retrieve all API keys for the authenticated account.
Connect any two apps with Notis in the middle.
Salesforce and Dock certs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dock certs.