Prepare dashboards for recurring reviews
Open your reporting review with the dashboards you actually need, already listed.
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
Reporting sessions waste time when nobody remembers which dashboards to open or compare.
- Reduce reporting setup
- Make review routines repeatable
- Keep meetings focused
Setup
Build it in a few focused steps.
- 1Connect CheckFlow and Salesforce once.
- 2Create a recurring dashboard review automation.
- 3Tell Notis to list Salesforce dashboards and organize them according to your CheckFlow reporting checklist.
- 4Choose the schedule and report channel.
- 5Test one run before the next reporting session.
Questions about this workflow
Can it retrieve dashboard results too?
This workflow lists dashboard metadata. Use a separate workflow when you need report instance results.
Can I schedule it before a meeting?
Yes. Set the recurring Notis schedule to run ahead of the meeting.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CheckFlow to Salesforce. A trigger fires from one place; an action lands in another.
CheckFlow 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.
CheckFlow and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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