Add Salesforce ownership context to Cloro reviews
Make recurring research reports easier to act on by including the current Salesforce owner context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get user info
Retrieves information about the current user or a specific user in salesforce.
Why this helps
Research reports create ambiguity when nobody knows who should act next.
- Clarify report ownership
- Improve handoffs
- Reduce follow-up ambiguity
Setup
Build it in a few focused steps.
- 1Connect Cloro and Salesforce once in Notis.
- 2Create the automation and describe the ownership context needed in each report.
- 3Tell Notis to retrieve Salesforce user information and include it with the Cloro review.
- 4Choose notis_cron and set the schedule.
- 5Choose a report channel and test with one real review.
Questions about this workflow
Which user is returned?
The action retrieves the current Salesforce user or a specified user when your instruction provides one.
Can this assign records?
This workflow provides context only; use an assignment action when a record change is required.
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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