Bring Salesforce report results into the work
Get the report findings where you need them to decide what comes next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 are easy to overlook when checking them requires returning to Salesforce and locating the specific run.
- Retrieve results for a specific report instance
- Summarize findings in the context of a request
- Reduce extra navigation during report review
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 which report instance to check and what result details matter.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real example using a valid report instance ID.
Questions about this workflow
What identifier does this action need?
It needs the ID of a Salesforce report instance. The result may still be processing, so the workflow should check the returned status.
Does this create or run a report?
No. It retrieves results for a report instance that already exists.
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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