Find the Salesforce dashboards your interview team needs
Have Notis periodically list available dashboards so your team can quickly find the views it uses for interview operations.
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
Teams can lose time locating the right dashboard when they are trying to review interview work.
- Keep dashboard discovery in a recurring report.
- Help teammates find useful views faster.
- Reduce navigation overhead during review.
Setup
Build it in a few focused steps.
- 1Connect Async interview and Salesforce once in the Notis portal.
- 2Create an automation and name which dashboard details are useful to your team.
- 3Pick the recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real run and confirm the listed dashboards are relevant.
Questions about this workflow
Does this show dashboard component data?
No. The list action returns basic dashboard metadata. Use it to find dashboards, not to retrieve their report data.
Does the workflow change dashboards?
No. It lists available dashboards for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Async interview to Salesforce. A trigger fires from one place; an action lands in another.
Async interview 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.
Async interview and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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