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Notis

Start the day with a focused account news roundup

Get a scheduled look at recent headlines to help decide which accounts need your attention today.

Trigger

Recurring schedule

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

Action

List Users

Tool to list users in a Google Workspace domain. Note: - When the provided base_url points to Currents News API (api.currentsapi.services), this action will gracefully fall back to listing latest news articles to ensure a valid response, since the Currents News API does not expose a users endpoint. - When the base_url points to Google Admin Directory API, it will list users from the domain/customer specified.

Why this helps

Important external news can be scattered across sources, making it hard to know which accounts deserve a closer look.

  • Create a regular starting point for news review.
  • Reduce ad hoc headline searching.
  • Choose a report channel that fits your routine.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Currents api once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name the roundup.
  • 3Describe the outcome in one instruction: retrieve the latest headlines and summarize items that may relate to the Salesforce accounts we are watching.
  • 4Pick a recurring schedule, choose where run reports go, and test with one real example.

Questions about this workflow

Does this action list Currents users?

When connected to Currents News API, the List Users action falls back to listing latest news articles because the API does not expose a users endpoint.

Will the roundup cover every Salesforce account automatically?

The event is a scheduled run and the action retrieves latest news. Specify the account context or watch list in your prompt; account history or a baseline must be supplied if it is not available to Notis.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Salesforce triggers

Currents api actions

Recurring trigger

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

TriggerScheduled

List Latest News

Tool to retrieve the latest news articles from Currents News API. Use when you need a real-time feed of recent articles.

ActionInstant

Webhook trigger

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

TriggerInstant

Activities Watch

Tool to start a notification channel to watch activities for a specified user and application. Use when needing to receive push notifications for user activity; call after OAuth credentials and webhook endpoint are set up.

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 Entity Usage Reports

Tool to retrieve usage statistics for a specific Google Workspace entity. Use when you need to analyze entity usage on a particular date.

ActionInstant

Contact Updated

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

TriggerPolling

List Users

Tool to list users in a Google Workspace domain. Note: - When the provided base_url points to Currents News API (api.currentsapi.services), this action will gracefully fall back to listing latest news articles to ensure a valid response, since the Currents News API does not expose a users endpoint. - When the base_url points to Google Admin Directory API, it will list users from the domain/customer specified.

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 User Usage Report

Tool to retrieve the usage report for a specified user on a given date. Use after confirming the userKey and date. Use when detailed usage metrics are needed for auditing or monitoring.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Currents api.