Connect 
Salesforce and 
Postgrid to power automations.
Trigger from one app, act on another, with a thinking brain in the middle. Build it in plain English. Approve from your phone.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Postgrid. A trigger fires from one place; an action lands in another.
Salesforce triggers
Postgrid 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.
CREATE_BANK_ACCOUNT
Tool to create a new bank account for print & mail service.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Contact
Tool to create a new contact in postgrid. use after collecting contact's name, address, and optional metadata.
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.
Create Letter
Tool to create and send a letter via postgrid. use when recipient, sender, and content details are ready.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Template
Tool to create a new mail template in postgrid. use when you need to define reusable html content with dynamic placeholders. use after confirming required template details.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create Webhook
Tool to create a new webhook to receive order event notifications. use after configuring your endpoint to handle webhook payloads.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete Bank Account
Tool to delete a bank account by its id. use when you need to remove a bank account after confirming its identifier.
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.
Delete Contact
Tool to delete a contact by its id. use when you need to remove obsolete contacts after confirming their identifier.
Delete Template
Tool to delete a template by its id. use when you need to remove an existing template after confirming its identifier.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it trough Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Salesforce and Postgrid
Connect any two apps with Notis in the middle.
Not just Salesforce and Postgrid. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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