Review Salesforce notes on a schedule
Bring scattered CRM context into one recurring review so decisions do not depend on memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List notes
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Useful notes disappear into records and are rarely revisited at the right time.
- Surfaces forgotten context
- Supports better decisions
- Reduces repeated research
Setup
Build it in a few focused steps.
- 1Connect Chartly and Salesforce once.
- 2Create a scheduled note review automation.
- 3Describe how Notis should list notes and compare them with the Chartly themes you provide.
- 4Choose notis_cron and a report destination.
- 5Run one review and confirm the notes are relevant.
Questions about this workflow
Can the review focus on a record or topic?
Yes. Include the record or topic criteria in the instruction.
Does this modify notes?
No. It lists notes for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chartly to Salesforce. A trigger fires from one place; an action lands in another.
Chartly 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.
Chartly and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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