Combine delivery effort with Salesforce report results
Read operational reports with the delivery effort behind them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Reports answer what changed but not how much work drove it.
- Adds workload context to reports
- Improves operating decisions
- Creates a consistent review packet
Setup
Build it in a few focused steps.
- 1Connect Clockify and Salesforce in Notis once.
- 2Create an automation named Delivery report review.
- 3Tell Notis to retrieve the specified Salesforce report results, compare them with recent Clockify delivery data, and summarize decisions or anomalies.
- 4Choose a cron trigger and select a report channel.
- 5Test with one completed report instance.
Questions about this workflow
Does the report need to be run first?
Yes. Provide a completed Salesforce report instance for the results action.
Can I define the comparison baseline?
Yes. Include the baseline period or target in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clockify to Salesforce. A trigger fires from one place; an action lands in another.
Clockify 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.
Clockify and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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