Keep leave change context easy to find
Summarize relevant changes to a leave record in Salesforce so authorized teammates can find the context they need.
Trigger
Worker Leave of Absence Changed
Triggers when a worker's leave of absence record changes. This trigger monitors all leaves of absence for a specific worker and detects: - New leave requests created - Changes to existing leaves (status, dates, comments, etc.) - Deleted or rescinded leaves Uses snapshot-based diffing to track changes between polling intervals.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Leave status and date changes can be difficult to keep in view when coordination happens across tools.
- Make changes easier to find alongside Salesforce work
- Create a concise reference instead of manual recaps
- Capture updates when leave records change
Setup
Build it in a few focused steps.
- 1Connect Workday and Salesforce once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Describe the outcome in one instruction: summarize the leave change in a Salesforce note attached to the valid related record.
- 4Pick Worker Leave of Absence Changed as the trigger and choose where run reports go.
- 5Test with one real leave record change.
Questions about this workflow
Can this include sensitive leave details?
Specify only the details needed for your coordination process and ensure the chosen Salesforce record is appropriate for that information.
Will the note show the prior value?
Include prior and new values only when Workday provides them in the event or an available baseline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Salesforce. A trigger fires from one place; an action lands in another.
Workday triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Workday and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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