Review Salesforce report results with CloudPDF context
Bring report results and document context together for a clearer review.
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
Reviewing Salesforce results without the related document context can make it harder to decide what needs attention.
- Retrieve results from a Salesforce report instance for review.
- Use CloudPDF context you provide to guide interpretation.
- Reduce effort assembling material for a recurring review.
Setup
Build it in a few focused steps.
- 1Connect CloudPDF and Salesforce once in the Notis portal.
- 2Create an automation named for your report review.
- 3Tell Notis to retrieve the specified Salesforce report instance results and summarize them in light of CloudPDF context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real report instance ID and representative document context.
Questions about this workflow
Does this create or run the report?
No. This action retrieves results for an existing report instance. Use an existing valid instance ID.
What happens if the report is still running?
Check the returned status to see whether the report instance has completed before relying on its results.
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
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