Keep a clear inventory of Salesforce dashboards
Get a regular, readable list of dashboards so useful reporting views are easier to find and review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List dashboards
Lists all dashboards available in salesforce with basic metadata including name, id, and urls.
Why this helps
Dashboards become harder to discover as the number of saved views grows across a Salesforce workspace.
- Make available dashboards easier to scan.
- Keep a recurring inventory without manual list gathering.
- Surface names and metadata returned by Salesforce.
Setup
Build it in a few focused steps.
- 1Connect Apipie ai and Salesforce once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in plain language.
- 3Ask Notis to summarize the Salesforce dashboards returned, using available metadata only.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the inventory against Salesforce.
Questions about this workflow
Does this include dashboard performance or usage?
The list action returns basic dashboard metadata. Usage or performance information is not included unless separately supplied.
Can I filter dashboards?
Describe the desired scope in your instruction and use only criteria available in the returned dashboard metadata.
Will this change any dashboards?
No. It lists dashboards and prepares a summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apipie ai to Salesforce. A trigger fires from one place; an action lands in another.
Apipie ai 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.
Apipie ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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