Get a weekly view of opportunity research status
Set a regular review of Countdown result set status for collections connected to active opportunities, with a concise report of items to check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Result Sets
Tool to list result sets produced by a collection. Use when you need to retrieve all summary status of result sets generated by a collection within the 14-day retention window.
Why this helps
It is difficult to remember which opportunity research collections have new or pending results.
- Review research status on a predictable schedule.
- Spot collections that may need a follow-up check.
- Get one report instead of checking collections individually.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Countdown api once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe how to find active opportunity research collections, review their result set status, and summarize exceptions.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real opportunity and verify the report identifies the intended collections.
Questions about this workflow
Can this report include detailed result data?
This workflow uses List Result Sets, which returns summary status. Use a separate retrieval step if you need a result set payload.
What if opportunities are not linked to collections?
The instruction needs a reliable way to relate Salesforce opportunities to Countdown collections. If the link is unavailable, provide it or have the report identify unmatched opportunities.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Countdown api. A trigger fires from one place; an action lands in another.
Salesforce triggers
Countdown api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Clear Collection Requests
Tool to clear all requests from a specified collection. Use when you need to remove all queued requests for an idle collection.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a new collection
Tool to create a new collection. Use when you need to batch and orchestrate multiple requests on a schedule.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get Collection
Tool to retrieve details for a single collection by ID. Use when you need collection metadata and counts for a given collection ID.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List Collections
Tool to list all collections for the authenticated account. Use when you need to retrieve paginated collections with filtering, sorting, and timing constraints.
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.
Start Collection
Tool to start processing a collection's queued requests. Use after creating or pausing a collection to initiate its queued requests.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Update an existing collection
Tool to update an existing collection. Use when you need to modify collection settings before scheduling runs.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
eBay Autocomplete
Tool to fetch eBay autocomplete suggestions. Use when needing search-term-based suggestions from Countdown API.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create Destination
Tool to create a destination. Use when you need to set up a new destination for results or notifications.
Connect any two apps with Notis in the middle.
Salesforce and Countdown api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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