Track Pull Request Reviews as Salesforce Tasks
Every PR review becomes a trackable task in Salesforce. No more forgotten feedback or lost context.
Trigger
Pull Request Review Submitted
Triggers when a new review is submitted for a GitHub pull request. Emits an event for each newly submitted review on the monitored pull request, covering all review types: APPROVED, CHANGES_REQUESTED, COMMENTED, and DISMISSED.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
A team member reviews your code and requests changes. You see the notification, but by tomorrow it's buried in your inbox. The fix gets delayed, and the review comment gets lost in the noise.
- Every PR review automatically creates a trackable task in Salesforce
- Prevents code review feedback from getting lost in email
- Keeps development progress visible to non-technical team members
- Reduces context-switching between GitHub and your task manager
Setup
Build it in a few focused steps.
- 1Connect GitHub and Salesforce to Notis.
- 2Create a new automation in the Notis portal named 'PR Reviews to Tasks'.
- 3Set the prompt to: 'When a PR review is submitted, create a task in Salesforce with the PR number and reviewer name in the title, and the review status (approved, requested changes, commented) in the description.'
- 4Select 'GitHub: Pull Request Review Submitted' as the trigger and your preferred channel for notifications.
- 5Trigger a test by having a team member review a pull request.
Questions about this workflow
Will this create a task for all reviews, including approvals?
Yes, unless you refine it. You can ask Notis to create tasks only for 'Changes Requested' reviews if approvals don't need follow-up tasks.
How does Notis know who the task should be assigned to?
Notis can interpret the PR author or reviewer name from the GitHub event. If you want it assigned to a specific Salesforce user, mention that in your automation prompt.
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
Do this · Action
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