Get a concise summary of Salesforce report results
Spend less time scanning report tables and more time deciding what to do with the results.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get report instance results
Gets the results of a report instance created by running a report. check status to see if report has completed.
Why this helps
Important changes can be hidden in detailed report output, especially when each review starts from scratch.
- Translate report results into a short written summary.
- Compare results to targets your team supplies.
- Keep review context together with the scheduled run report.
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 the report review.
- 3Tell Notis which report instance results to summarize and provide any targets, definitions, or comparison baselines.
- 4Choose the schedule trigger and select where run reports should go.
- 5Test with one real completed report instance and verify the summary against its results.
Questions about this workflow
Can it run the Salesforce report itself?
This workflow retrieves report instance results; the report instance must exist and be completed. Check its status as part of the review.
Will it know what counts as good performance?
Only if you provide targets or a baseline. Without these, it can describe returned results but should not label them good or bad.
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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