Review Salesforce dashboards with fresh Cloro findings
Direct attention to the dashboards that answer the market questions your research raises.
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
Dashboards multiply while the team loses track of which views still matter.
- Focus reporting attention
- Connect research to metrics
- Reduce dashboard hunting
Setup
Build it in a few focused steps.
- 1Connect Cloro and Salesforce once in Notis.
- 2Create the automation and describe the market questions to investigate.
- 3Tell Notis to list Salesforce dashboards relevant to the latest Cloro findings and summarize useful views.
- 4Choose notis_cron and set the recurring schedule.
- 5Choose a report channel and test with one review run.
Questions about this workflow
Does this change dashboards?
No. It uses List dashboards to identify relevant views for review.
Can the report include dashboard links?
Ask Notis to include available dashboard metadata and URLs in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloro to Salesforce. A trigger fires from one place; an action lands in another.
Cloro 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.
Cloro and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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