Connect
Salesforce and
Simplero 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 Simplero. A trigger fires from one place; an action lands in another.
Salesforce triggers
Simplero 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 Tag to Contact
Tool to add a tag to a contact identified by email address. Use when you need to tag a contact for segmentation or tracking purposes.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Bulk Subscribe to List
Tool to add multiple subscribers to a list in a single asynchronous request (max 1,000 per request). Use when you need to bulk import subscribers into a list. Returns a token to track the operation 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.
Create or Update Administrator
Tool to create a new administratorship or update an existing one with the same email. Use when you need to add a new administrator to Simplero or update their role and permissions.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create or Update Contact
Tool to create a new contact or update an existing contact with the same email. Use when you need to add a new contact to Simplero or update their information.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Find Contact By Email
Tool to find and retrieve a contact by email address. Use when you need to look up contact details using an email address.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Find Subscription By Email
Tool to find subscriptions for a specific list by email address. Use when you need to search for subscriptions associated with an email in a particular list.
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.
Get Administrator By ID
Tool to retrieve a single administratorship by internal ID. Use when you need detailed information about a specific administrator including user, account, role, and permission details.
Get Administrators
Tool to retrieve all administratorships for the account. Use when you need to get information about account administrators, their roles, and permissions.
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
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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 Simplero
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When this happens · Trigger
Do this · Action
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