Connect
Salesforce and
Zixflow 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 Zixflow. A trigger fires from one place; an action lands in another.
Salesforce triggers
Zixflow 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 Attribute
Tool to create a custom attribute for a Zixflow collection or list. Use when you need to add new fields to track specific data types (text, number, email, etc.). Attributes define the structure of your data. Common use cases: adding custom fields for contacts, creating status trackers, adding reference fields between collections.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get WhatsApp Campaign Report
Tool to retrieve WhatsApp campaign message report. Use when you need to check the delivery status and details of a WhatsApp message sent via campaign.
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.
Get Email Report
Tool to retrieve email message delivery report from Zixflow. Use when you need to check the delivery status of a sent campaign email. The report includes delivery status (SENT, OPENED, CLICKED, BOUNCE, COMPLAINT, UNSUBSCRIBED), recipient information, and timestamps. Requires the message ID obtained when sending the campaign.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get SMS Report
Tool to retrieve SMS message delivery report from Zixflow. Use when you need to check the delivery status, destination, and other details of a sent SMS campaign message.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get WhatsApp Template Variables
Tool to retrieve template variable details for a WhatsApp template. Use when you need to understand what variables a specific WhatsApp template expects before sending a message.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
List Attribute Options
Tool to retrieve the list of options for select/multiselect attributes. Use when you need to get available options for a specific attribute in a collection or 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.
List Attribute Status Options
Tool to retrieve the list of options for status attributes in Zixflow. Use when you need to fetch available status configurations for a specific attribute within a collection or list.
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 Zixflow
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When this happens · Trigger
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