Add Control D usage context to opportunity reviews
When an opportunity changes, retrieve a summary for the relevant Control D profile and date range you name in your instruction.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Get Profile Analytics Summary
Tool to fetch a summary of analytics data for a given profile. Use after confirming profile ID and desired date range.
Why this helps
Account planning can miss useful network usage context when CRM and Control D are checked at different times.
- Surface profile activity alongside opportunity changes.
- Focus the summary on a known profile and reporting window.
- Reduce repeated manual lookups during account reviews.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Control D once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for opportunity usage reviews.
- 3In one instruction, describe which opportunity changes matter and how to identify the Control D profile and date range.
- 4Choose New or Updated Opportunity as the trigger, set a run report destination, and test with one real opportunity.
Questions about this workflow
Can this automatically match an opportunity to a Control D profile?
Only when your Salesforce data contains a reliable identifier and your instruction explains the match. Otherwise, specify the profile.
Will this update the opportunity?
No. The selected action retrieves an analytics summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Control d. A trigger fires from one place; an action lands in another.
Salesforce triggers
Control d actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Device by ID
Tool to delete a Control-D device. Use when you need to remove a device by its identifier after confirming the device_id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Profile by ID
Tool to delete a profile. Use when you need to remove a profile by its ID after ensuring it is not enforced by any device.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete Profile Rule by Hostname
Tool to delete a specific custom rule by hostname from a profile. Use after confirming profile_id and hostname.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete Profile Rule by Rule ID
Tool to delete a specific custom rule by its ID within a profile. Use after confirming profile_id and rule_id.
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.
Delete Profile Rule in Folder
Tool to delete a specific custom rule within a folder. Use after confirming profile_id, rule_id, and folder_id.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Profile Schedule
Tool to delete a specific schedule within a profile. Use after confirming profile_id and schedule_id.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Known Access IPs
Tool to list known IPs associated with the account. Use when you need to retrieve recent access IPs for device resolver queries.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Analytics Endpoints
Tool to list analytics storage regions and their endpoints. Use after authenticating to retrieve available analytics regions.
Connect any two apps with Notis in the middle.
Salesforce and Control d, 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 Control d.