Auto-Assign Org Roles When Opportunities Close
When a big deal closes, you want to recognize the team. Notis automatically promotes team members to higher organization roles in GitHub when opportunities reach closed stages—one less thing to do manually.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Assign an organization role to a user
Assigns a specific organization role to a user who is a member or an outside collaborator in a github organization, using a valid role id.
Why this helps
Key team members don't get promoted in GitHub after major deal wins, leaving their contributions underrecognized and their access unchanged.
- Celebrate deal wins by promoting team members in GitHub
- Align GitHub roles with business achievements
- Reduce manual promotion steps during busy deal season
- Keep team morale and role structure in sync
Setup
Build it in a few focused steps.
- 1Connect Salesforce and GitHub to Notis
- 2Ask Notis: 'When an opportunity is won or closed in Salesforce, assign a senior role in GitHub to the owning team member'
- 3Specify which closed stages trigger promotions and which roles to assign
- 4Choose your notification channel
- 5Test by moving a test opportunity to 'Closed Won' and verify the team member's GitHub role updates
Questions about this workflow
What organization roles can be assigned?
Maintainer, Member, and custom organization roles if you've defined them. Check your GitHub organization settings for available roles.
What if the opportunity owner isn't on GitHub?
Notis will flag it or skip the assignment. Ask Notis to handle this case.
Can I assign different roles based on deal size?
Yes. Ask Notis to create rules that promote based on opportunity amount or custom criteria.
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.
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When this happens · Trigger
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