Check funded tree totals after monitored changes
Use a meaningful Salesforce record change as a cue to refresh the configured Ecologi user's funded tree context.
Trigger
Record Updated (Generic SObject)
Triggers when monitored fields change on a specified record type.
Action
Get User Trees
View the number of trees a user has funded.
Why this helps
A useful record change can pass without prompting a related impact check, leaving the team to remember it later.
- Responds to monitored changes across a selected Salesforce SObject
- Retrieves the funded tree total for a specified Ecologi user
- Keeps the result and triggering context in the run report
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Ecologi once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the record change tree check.
- 3Tell Notis which returned record context to summarize and to retrieve the specified Ecologi user's funded tree total when the record changes.
- 4Pick Record Updated (Generic SObject) as the trigger and choose where run reports go.
- 5Test with one real monitored record change and check that the report includes the tree total.
Questions about this workflow
Which Salesforce records can trigger this?
The generic trigger supports a specified SObject type and monitored fields. Choose the relevant type and fields when selecting the trigger.
Does this action fund additional trees?
No. It retrieves the total number of trees a user has already funded.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Ecologi. A trigger fires from one place; an action lands in another.
Salesforce triggers
Ecologi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get User Carbon Offset
View a user's total avoided carbon emissions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Carbon Removal
View a user's total carbon removed from the atmosphere.
Account Created or Updated
Triggers when an account is created or updated.
Get User Habitat Restoration
View the habitat area restored by a user.
Contact Updated
Triggers when an existing contact is modified and includes changed fields.
Get User Impact
View a user's combined environmental impact, including trees and carbon.
Record Updated (Generic SObject)
Triggers when monitored fields change on a specified record type.
Get User Trees
View the number of trees a user has funded.
New Contact Trigger
Triggers when a new contact is created.
New Lead Trigger
Triggers when a new lead is created.
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Ecologi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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