Track GitHub Deployment Status in Salesforce

Deployment goes to production? Salesforce is updated instantly with the status and environment.

Trigger

GitHub Deployment State Changed

Triggers when a specific GitHub deployment's fields change. Monitors the following aspects of a single deployment: - ``environment`` -- the target environment name - ``original_environment`` -- the original environment name before normalization - ``description`` -- the human-readable deployment description - ``task`` -- the deployment task name - ``sha`` -- the commit SHA being deployed - ``ref`` -- the branch, tag, or SHA reference being deployed - ``updated_at`` -- the last-updated timestamp - ``transient_environment`` -- whether the environment is temporary - ``production_environment`` -- whether this is a production deployment When any of these fields change, an event is emitted containing the full current deployment details and a list of which fields changed.

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Action

Create note

Creates a new note attached to a salesforce record with the specified title and content.

Why this helps

Code moves to production, but your CRM isn't updated. Salesforce still says 'in development' while the feature is live. Sales gives outdated information to prospects, or customer success can't tell customers about new capabilities.

  • Real-time visibility into production deployments in your CRM
  • Sales and support teams know what's actually live
  • Eliminates outdated product status in Salesforce
  • Provides deployment audit trail

Setup

Build it in a few focused steps.

  • 1Connect GitHub and Salesforce to Notis.
  • 2Create an automation called 'Deployment Changes to Notes'.
  • 3Set the prompt to: 'When a GitHub deployment's environment or status changes, create a note in Salesforce with the environment name (e.g., production, staging) and the new status. Attach it to the company account.'
  • 4Select 'GitHub: GitHub Deployment State Changed' as the trigger.
  • 5Deploy a feature and confirm the note appears in Salesforce.

Questions about this workflow

Should I track all environments or just production?

Notis can filter by environment. If you only care about production, tell Notis to ignore staging and development.

How quickly does the note appear in Salesforce?

Notis processes events in real-time, so notes appear within seconds of the deployment status change.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

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GitHub triggers

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Salesforce actions

New Workflow Artifact Created

Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.

TriggerPolling

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.

ActionInstant

Branch Changed

Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.

TriggerPolling

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

New Branch Created

Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.

TriggerPolling

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Check Run Status / Conclusion Changed

Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.

TriggerPolling

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.

ActionInstant

Check Suite Status / Conclusion Changed

Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.

TriggerPolling

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.

ActionInstant

New Code Scanning Alert Created

Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.

TriggerPolling

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

New Repository Collaborator Added

Triggers when a new collaborator is added to a GitHub repository. Monitors the full list of collaborators on a repository and fires an event for each newly added collaborator. The payload includes the collaborator's GitHub username, account ID, profile URL, avatar URL, permission flags (pull, triage, push, maintain, admin), and assigned role name.

TriggerPolling

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.

ActionInstant

Commit Event

Triggered when a new commit is pushed to a repository.

TriggerInstant

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.

ActionInstant

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When this happens · Trigger

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