Make sure the dashboards you need are easy to find
Reduce time spent hunting for the right view. Notis can inventory Salesforce dashboards and compare them with the reporting needs or ownership notes you maintain in Bika.ai.
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
Founders lose time searching dashboards and discovering too late that the needed view is missing or unclear.
- See which available dashboards match your stated reporting needs.
- Surface unclear ownership or missing views.
- Make recurring reporting setup easier to maintain.
Setup
Build it in a few focused steps.
- 1Connect Bika.ai and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the dashboard review.
- 3In one instruction, define the dashboard inventory to inspect, the Bika.ai reporting needs to compare, and what gaps to report.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with your real reporting needs and confirm the dashboard review report.
Questions about this workflow
Can Notis inspect dashboard contents?
This workflow uses the list dashboards action, which returns basic metadata such as name, id, and URLs. Do not expect component-level details from this action.
Can it recommend a dashboard for a reporting need?
It can compare available dashboard metadata with needs you supply. If the metadata is not enough to identify a fit, ask it to flag the gap for review.
Will it create a dashboard?
No. The selected action lists available dashboards and the automation reports what it finds.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bika.ai to Salesforce. A trigger fires from one place; an action lands in another.
Bika.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.
Bika.ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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