Connect 
Salesforce and 
Posthog 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 Posthog. A trigger fires from one place; an action lands in another.
Salesforce triggers
Posthog 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.
Add dashboard collaborators with access level
Add collaborators to a specific project dashboard. requires 'project id' and 'dashboard id'. supports json, form-urlencoded, and multipart data. returns added collaborator details. auth: 'personalapikeyauth'.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Add member to organization role
Add a member to an organization role by submitting their details and uuid in json/form, using organization and role ids. requires personalapikeyauth. success gives a 201 status.
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.
Add project specific member roles
Add members with specific roles to a project by providing their user uuid and level (member or admin). requires project id in the url. supports json, form-data, and form-urlencoded input. returns the newly created membership data upon success.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Assign feature flag role based access
Set up role-based access for a feature flag using `project id` and `feature flag id`. submit access info in json or form format, with `feature flag:write` rights. success returns new details with a 201 code.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Bookmark project activity notification
Create a bookmark for an activity notification in a project's activity log. requires a `project id` and json payload with activity details. supports verification status, impersonation flags, and system activity distinction.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Bulk create organization invites
Post /api/organizations/{organization id}/invites/bulk/: bulk-create organization invites with customizable levels, sender details, and validation checks. supports email automation and private project access settings.
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.
Cancel insights for a project
The "/api/projects/{project id}/insights/cancel/" endpoint allows users to cancel insights for a project by providing a project id and insight details in json or csv, and confirms cancellation in the response.
Check pipeline destination updates
Get the newest updates and plugin info for a pipeline destination by organization and destination id via get request to /api/.../{id}/check for updates.
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 Posthog
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When this happens · Trigger
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