Track GitHub Releases as Sales Opportunities
Release a new version and Salesforce automatically creates an opportunity to track its commercial impact.
Trigger
New GitHub Release Asset Added
Triggers when a new asset is added to a specific GitHub release. Monitors a single release (identified by release ID) for newly uploaded assets such as binaries, archives, or checksum files. One event is emitted per new asset, containing full asset metadata.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
You ship a major release, but it doesn't trigger any sales motion. Prospects don't know, existing customers aren't notified, and the release goes undermonetized. By the time you remember to tell sales, the launch window has passed.
- Every release automatically becomes a trackable sales opportunity
- Sales team is notified immediately of new product capabilities
- Enables coordinated launch campaigns across teams
- Captures commercial opportunity in your CRM
Setup
Build it in a few focused steps.
- 1Connect GitHub and Salesforce to Notis.
- 2Create a new automation called 'Releases to Opportunities'.
- 3Set the prompt to: 'When a new GitHub release is published, create an opportunity in Salesforce with the release name as the opportunity name, the release date as the close date, and release notes in the description.'
- 4Select 'GitHub: New GitHub Release Asset Added' as the trigger.
- 5Publish a test release to verify the opportunity is created in Salesforce.
Questions about this workflow
Should I create one opportunity per release?
Yes. Each release is a distinct commercial event. This keeps your pipeline organized by product version.
What stage should the opportunity be in?
Notis will set a default stage based on your Salesforce configuration. You can customize it by telling Notis your preferred stage for new launches.
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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