Document GitHub Commits in Salesforce
Every new commit is logged in Salesforce instantly. Sales knows exactly when features are shipped.
Trigger
Commit Event
Triggered when a new commit is pushed to a repository.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Features are built and deployed, but the sales team has no visibility into what's actually shipped. They keep promising features that aren't ready, or miss the chance to announce new capabilities to prospects.
- Sales and customer success teams have real-time visibility into shipping progress
- Reduces miscommunication about feature availability
- Provides audit trail of deployment activity in your CRM
- Improves alignment between engineering and go-to-market teams
Setup
Build it in a few focused steps.
- 1Connect GitHub and Salesforce integrations in Notis.
- 2Go to Automations > New Automation and create 'Commits to Notes'.
- 3Set the prompt to: 'When a new commit is pushed to the repository, create a note in Salesforce with the commit message, author, and timestamp. Attach it to the main company account record.'
- 4Select 'GitHub: Commit Event' as the trigger.
- 5Test by pushing a commit to your main branch.
Questions about this workflow
Will this spam Salesforce with every commit?
By default, yes. If you only want to log certain commits (e.g., main branch, tagged releases), describe that constraint to Notis.
Can I filter this to only production commits?
Absolutely. Tell Notis to only log commits pushed to specific branches, or only commits with certain keywords.
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.
GitHub triggers
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.
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.
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.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
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.
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.
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.
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.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
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.
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.
Commit Event
Triggered when a new commit is pushed to a repository.
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.
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When this happens · Trigger
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