Auto-Segment Leads with Smart Issue Labels
When new leads arrive in Salesforce, Notis automatically labels corresponding GitHub issues based on industry, source, and type. Your engineering team sees prospect context at a glance—no manual tagging needed.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Add labels to an issue
Adds labels (provided in the request body) to a repository issue; labels that do not already exist are created.
Why this helps
Lead issues pile up in GitHub without clear categorization, forcing engineers to manually read each one to understand prospect context.
- Auto-categorize leads by industry, source, or type without manual tagging
- Help engineers prioritize prospects by segment
- Create clear issue labels that enable filtering and reporting
- Reduce cognitive load by automating categorization
Setup
Build it in a few focused steps.
- 1Connect Salesforce and GitHub to Notis
- 2Ask Notis: 'When a new lead is created in Salesforce, create a GitHub issue and label it based on the lead's industry and source'
- 3Map Salesforce lead fields to GitHub labels (e.g., 'tech-startup', 'series-a', 'api-integration')
- 4Choose notification settings
- 5Test by creating leads with different industries/sources and verify correct labels apply
Questions about this workflow
What if a lead has multiple categories?
Notis will apply multiple labels so issues can be sorted by multiple dimensions.
Can I create new labels automatically?
Yes. Ask Notis to create labels that don't exist yet based on lead data.
How do I change label mapping later?
You can ask Notis to update the rules, and new leads will use the new mapping. Existing issues won't auto-update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to GitHub. A trigger fires from one place; an action lands in another.
Salesforce triggers
GitHub actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Accept a repository invitation
Accepts a pending repository invitation that has been issued to the authenticated user.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List repositories starred by the authenticated user
Deprecated: lists repositories starred by the authenticated user, including star creation timestamps; use 'list repositories starred by the authenticated user' instead.
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 stargazers
Deprecated: lists users who have starred a repository; use `list stargazers` instead.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Star a repository for the authenticated user
Deprecated: stars a repository for the authenticated user; use `star a repository for the authenticated user` instead.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Add email for auth user
Adds one or more email addresses (which will be initially unverified) to the authenticated user's github account; use this to associate new emails, noting an email verified for another account will error, while an existing email for the current user is accepted.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Add app access restrictions
Replaces github app access restrictions for an existing protected branch; requires a json array of app slugs in the request body, where apps must be installed and have 'contents' write permissions.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Add a repository collaborator
Adds a github user as a repository collaborator, or updates their permission if already a collaborator; `permission` applies to organization-owned repositories (personal ones default to 'push' and ignore this field), and an invitation may be created or permissions updated directly.
Add a repository to an app installation
Adds a repository to a github app installation, granting the app access; requires authenticated user to have admin rights for the repository and access to the installation.
Connect any two apps with Notis in the middle.
Not just Salesforce and GitHub. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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