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Notis

Plan BART departures around opportunity meetings

Keep travel planning close to the opportunity record. Notis can use the meeting details you provide to look up a BART departure option.

Trigger

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

Action

Get BART Schedule Depart

Tool to get schedule information based on a specified depart time. use when planning trips from an origin to a destination with time constraints after confirming station codes.

Why this helps

Meeting logistics live in Salesforce while route planning happens somewhere else, making it easy to overlook the trip.

  • Find a departure option from a meeting time and station details.
  • Reduce the need to switch between CRM and transit planning.
  • Send the schedule lookup to a chosen report channel.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Bart once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to use the opportunity's meeting time and origin and destination station codes to look up a BART departure, then summarize the result.
  • 4Pick New or Updated Opportunity as the trigger and choose where run reports go.
  • 5Test with one real opportunity that includes meeting time and station codes.

Questions about this workflow

Does this find station codes from an address?

The available action requires confirmed station codes. Include the origin and destination codes in the opportunity details or instruction.

What if the opportunity has no meeting time?

Notis can only look up a departure when the needed time and station codes are available. The report should flag missing details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Bart. A trigger fires from one place; an action lands in another.

Salesforce triggers

Bart actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get BART API Version

Stub action for bart api version retrieval.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get BART Available Schedules

Tool to retrieve a list of currently released bart schedules. use when you need schedule versioning info.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Get Route Info

Tool to fetch detailed information about a specific bart route. use when you know the route number (1–12) or need all routes configuration. call after confirming the route id.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Get BART Stations

Stub action for bart stations retrieval.

ActionInstant

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

Get GTFS-RT Trip Updates

Tool to fetch real-time trip updates in gtfs-realtime format. use when you need the latest live trip information as raw protobuf.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Download GTFS Static Schedule Feed

Tool to download the static gtfs feed (google transit.zip). use when needing the latest gtfs schedule data.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Get BART Schedule Arrive

Tool to retrieve schedule information based on a specified arrival time. use when planning trips arriving by a given time.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Get BART Schedule Depart

Tool to get schedule information based on a specified depart time. use when planning trips from an origin to a destination with time constraints after confirming station codes.

ActionInstant

Connect any two apps with Notis in the middle.

Salesforce and Bart, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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