Review Doppler projects when a new lead arrives
Get a concise view of available Doppler projects alongside a new Salesforce lead, so environment planning is part of your qualification flow.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
List Doppler Projects
Tool to list all Doppler projects in your workspace. Use when you need to retrieve available projects for configuration management or to get project details.
Why this helps
A new lead can create an infrastructure follow-up that gets lost between CRM review and environment planning.
- Surface the Doppler project inventory during lead review.
- Keep project planning close to the CRM event that prompted it.
- Send a run report to the channel where the team tracks follow-up.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Doppler once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to list Doppler projects when a new Salesforce lead arrives and summarize any setup follow-up; include any project naming conventions the review should use.
- 4Pick the New Lead trigger and choose where run reports should go.
- 5Test with one real lead and review the project summary.
Questions about this workflow
Does this create a Doppler project for the lead?
No. It lists existing Doppler projects and reports the results. Project creation is not among the available Doppler actions.
Can Notis identify whether a project belongs to the lead?
Only if the lead data or your instruction includes a reliable naming convention or other way to relate leads to projects.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Doppler. A trigger fires from one place; an action lands in another.
Salesforce triggers
Doppler actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Authenticated User Info
Tool to retrieve information about the authenticated user or token. Use when you need to verify authentication status or get details about the current token's workplace and permissions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Config Log
Tool to retrieve a specific config log from Doppler. Use when you need to view details about a particular configuration change or event.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
List Config Logs
Tool to retrieve configuration change logs for a specific config in a project. Use when you need to view the history of configuration changes, track who made changes, or identify rollback actions.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Config
Tool to retrieve a specific Doppler config by project and config name. Use when you need to get configuration details for a specific project environment.
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.
List Doppler Configs
Tool to list configurations from a Doppler project. Use when you need to retrieve all configs or filter by environment. Supports pagination for large result sets.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Encrypted Share Link
Tool to generate a Doppler Share link by sending an encrypted secret. Use when you need to securely share secrets with end-to-end encryption. The receive flow is end-to-end encrypted where the encrypted secret will be decrypted on the recipient's browser.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create Plain Text Share Link
Tool to generate a Doppler Share link by sending a plain text secret. Use when you need to securely share secrets with expiration controls. The secret is not stored in plain text by Doppler; the receive flow is end-to-end encrypted where the encrypted secret is decrypted in the browser.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
List Environments
Tool to list all environments in a Doppler project. Use when you need to retrieve the environments available in a specific project.
Connect any two apps with Notis in the middle.
Salesforce and Doppler, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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