Review dashboards with adoption context
Turn dashboard review into a short decision list tied to real product engagement.
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
Dashboard time expands when teams lack a clear connection between CRM numbers and product behavior.
- Reduce reporting overload
- Focus on decisions
- Connect metrics to behavior
Setup
Build it in a few focused steps.
- 1Connect Chameleon and Salesforce in Notis.
- 2Create a dashboard review automation.
- 3Tell Notis to list Salesforce dashboards and summarize the decisions raised by the Chameleon context you provide.
- 4Pick notis_cron and set the cadence.
- 5Choose the report channel and test with one dashboard review.
Questions about this workflow
Can it interpret every dashboard metric?
It can summarize the dashboard data returned and the context you provide, but it cannot infer unavailable business definitions.
Can the output be brief?
Yes. Ask for only key changes, questions, and suggested actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chameleon to Salesforce. A trigger fires from one place; an action lands in another.
Chameleon 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.
Chameleon and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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