Find the right Salesforce dashboard for the question
Locate the dashboard that can help answer the question already on your mind.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List dashboards
Lists all dashboards available in salesforce with basic metadata including name, id, and urls.
Why this helps
Searching dashboard lists without knowing the exact name creates friction right when you need data for a decision.
- Find relevant dashboard options on demand
- Reduce time spent scanning Salesforce dashboards
- Return the options in the current task's report
Setup
Build it in a few focused steps.
- 1Connect Bitwarden and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis what decision or topic the dashboard search should support.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real example request.
Questions about this workflow
Does this return dashboard data or just metadata?
The selected action lists dashboards with basic metadata such as name, ID, and URLs.
Can it explain which dashboard is best?
It can compare the returned metadata to the purpose you describe. The action does not retrieve dashboard results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bitwarden to Salesforce. A trigger fires from one place; an action lands in another.
Bitwarden 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.
Bitwarden and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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