Review whether Salesforce reports answer your interview questions
Get a compact view of a report's structure so you can decide whether its columns and filters match the review you need.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get report metadata
Gets detailed metadata for a specific report including its structure, columns, filters, and groupings.
Why this helps
It is hard to know whether a report answers a question without opening it and inspecting its setup.
- Inspect report structure with less navigation.
- See columns and filters in a concise summary.
- Identify when a report needs a human review.
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 id and what structure details to summarize.
- 3Pick the recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real report id and verify the returned metadata.
Questions about this workflow
Does this provide report results?
No. It retrieves report metadata such as structure, columns, filters, and groupings.
Can it decide whether a report measures interview quality?
Not without your criteria and the data definitions your team uses. Provide those standards in the instruction.
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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