Prepare dashboard reviews with CloudPDF context
Start with the dashboards that matter to the document work you are reviewing.
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
Finding the right Salesforce dashboard can add friction when you are trying to understand work tied to a document exchange.
- List available Salesforce dashboards for a recurring review.
- Use CloudPDF context you provide to identify potentially relevant dashboards.
- Reduce time spent searching for a useful CRM view.
Setup
Build it in a few focused steps.
- 1Connect CloudPDF and Salesforce once in the Notis portal.
- 2Create an automation named for dashboard review prep.
- 3Tell Notis to list Salesforce dashboards and summarize which may help review the CloudPDF activity you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with the dashboards available to your Salesforce user and representative context.
Questions about this workflow
Does this show dashboard metrics?
The List dashboards action returns basic dashboard metadata. It does not retrieve dashboard component results.
Can it obtain CloudPDF activity automatically?
No CloudPDF trigger events are listed. Provide the CloudPDF context for Notis to consider.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CloudPDF to Salesforce. A trigger fires from one place; an action lands in another.
CloudPDF 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.
CloudPDF and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.