Prepare a Salesforce report review with context
Understand what a report covers and gather relevant external context before the review starts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get report metadata
Gets detailed metadata for a specific report including its structure, columns, filters, and groupings.
Why this helps
A report can take time to interpret when its structure and external context are not assembled beforehand.
- See report structure alongside relevant research.
- Reduce time spent gathering context before a review.
- Keep report data and external facts clearly separated.
Setup
Build it in a few focused steps.
- 1Connect Anchor browser and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for report preparation.
- 3Tell Notis which report metadata to retrieve, what topic to research, and how to structure the briefing.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real report and verify the report details and research summary.
Questions about this workflow
Does it retrieve the report's data rows?
This workflow uses the report metadata action. It does not promise report instance results or row data.
Can the brief explain a trend?
Only when the relevant report results or other evidence are available. Otherwise the brief should describe the report structure and current research without claiming a trend.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anchor browser to Salesforce. A trigger fires from one place; an action lands in another.
Anchor browser 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.
Anchor browser and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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