Bring Salesforce report results into your follow-up review
Ask Notis to check an existing Salesforce report run and summarize its results in the channel your team checks.
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
Report results can sit unchecked while a team waits for a useful summary to decide what needs attention.
- Make report status easier to check.
- Bring report findings into a shared review channel.
- Reduce repeated manual report checks.
Setup
Build it in a few focused steps.
- 1Connect Async interview and Salesforce once in the Notis portal.
- 2Create an automation and specify the Salesforce report instance to check and what findings matter.
- 3Pick the recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real report instance and confirm the status and results are available.
Questions about this workflow
Does this run a Salesforce report?
No. It retrieves results for a report instance that has already been created.
What if the report is still running?
The workflow can report the available status so your team knows whether results are ready.
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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