Spend review time on decisions, not dashboard hunting
Know which dashboard you are reviewing and what questions to answer before the meeting begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get dashboard
Gets detailed metadata for a specific dashboard including its components, layout, and filters.
Why this helps
Founders can lose review time locating dashboards and recalling the numbers that matter most.
- Make recurring dashboard reviews easier to start.
- Keep team-defined metrics and questions visible.
- Avoid implying results that dashboard metadata does not provide.
Setup
Build it in a few focused steps.
- 1Connect 1Password and Salesforce once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it for dashboard preparation.
- 3Tell Notis which dashboard to retrieve and provide the metrics, targets, and review questions to include.
- 4Choose the schedule trigger and select where run reports should go.
- 5Test with one real dashboard and confirm the brief distinguishes metadata from supplied goals.
Questions about this workflow
Does dashboard metadata include the underlying results?
The action returns dashboard metadata such as components, layout, and filters. Use report results separately when you need actual data.
Can this compare performance with a target?
Yes, if you provide the target and the underlying results are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Salesforce. A trigger fires from one place; an action lands in another.
1password triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
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.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
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.
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.
Connect any two apps with Notis in the middle.
1password and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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