Connect Salesforce to Doppler secretops

When something happens in Salesforce, Notis takes the next step in Doppler secretops. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Salesforce to Doppler secretops

View example

Create a Doppler branch config for a won Salesforce opportunity

Create a dedicated Doppler branch config when an opportunity is marked closed won, using the project and environment you specify.

View example

Rename a Doppler config when a Salesforce account changes

Keep a Doppler config name aligned with an account lifecycle change, following a naming rule you provide.

View example

Lock a Doppler config after a Salesforce security task

Lock a specified Doppler config after a Salesforce task is completed, for a clear security or release handoff.

View example

Apply an approved Salesforce contact change to Doppler secrets

Update specified Doppler secrets from an approved contact change when the changed values are intentionally stored in Salesforce.

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Doppler secretops. A trigger fires from one place; an action lands in another.

Salesforce triggers

Doppler secretops actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Activity Logs List

Tool to list workplace activity logs. Use when you need to fetch recent activity logs.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Retrieve Activity Log

Tool to retrieve a single activity log entry by id. Use when you have a valid Activity Log id.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Retrieve Config Log Entry

Tool to retrieve a specific config log entry. Use when needing details of a single config log; call after specifying project, config, and log identifiers.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Config Logs List

Tool to list config change logs for a specific config. Use when you need the audit trail for a config after confirming its identity.

ActionInstant

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.

TriggerPolling

Config Logs Rollback

Tool to rollback a config to a selected log version. Use when needing to undo a specific change by its log ID, after confirming project, config, and log ID.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Clone Config

Tool to clone a branch config including all its secrets. Use after confirming the source config details.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Create Branch Config

Tool to create a branch config. Use when you need to programmatically establish a new branch-based configuration for a specified project and environment. Use after selecting the target project and environment.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Configs Delete

Tool to delete a config permanently. Use when you need to remove a config that is no longer needed.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.