Keep account context readable as Salesforce records change
Turn account updates into a shared Dart brief your team can refer to.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Create Doc
Tool to create a new doc in Dart. Use when you need to record a new document that the user intends to write down. By default, the created doc will be in the Docs folder unless a specific folder is specified.
Why this helps
Customer account context changes over time, and teammates may miss important details buried in CRM records.
- Make account context easier to share across the team.
- Reduce time spent rereading CRM records for updates.
- Keep a working brief that can be refreshed as details change.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Dart once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Ask Notis to create or refresh a Dart account brief with the account changes and unresolved questions.
- 4Pick the Salesforce Account Created or Updated trigger and set a run report channel.
- 5Test with one real account update and confirm the resulting brief.
Questions about this workflow
Does the trigger include both new and changed accounts?
Yes. It uses LastModifiedDate as a high-watermark to capture account creations and updates.
Can the brief show what changed?
Ask Notis to summarize the information it receives. If a before-and-after history is not included, the automation cannot reliably infer it.
Will this update an existing Dart doc?
Describe how Notis should identify an existing brief. If there is no reliable match, have it create a new doc or report the missing match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Dart. A trigger fires from one place; an action lands in another.
Salesforce triggers
Dart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Task Comment
Tool to create a new comment on a DART task. Use when you need to add feedback, notes, or discussion to a specific task. Supports markdown formatting and threaded replies via parentId.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Task Time Tracking
Tool to add a time tracking entry to a DART task. Use when you need to record time spent on a specific task. The finishedAt timestamp must be after startedAt.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Doc
Tool to create a new doc in Dart. Use when you need to record a new document that the user intends to write down. By default, the created doc will be in the Docs folder unless a specific folder is specified.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Task
Tool to create a new task in DART with title and optional metadata. Use when you need to add a task to a workspace.
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 Doc
Tool to move an existing doc to the trash where it can be recovered if needed. Use when you need to delete a doc without permanently removing it.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Task
Tool to delete an existing task in Dart by moving it to trash. Use when a task needs to be removed but can be recovered later.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get User Space Configuration
Tool to retrieve workspace configuration including dartboards, folders, types, statuses, and more. Use when you need to understand available options in the workspace.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Doc
Tool to retrieve an existing doc with metadata and content. Use when you need to access a specific document's details including title, folder, and text content.
Connect any two apps with Notis in the middle.
Salesforce and Dart, 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 Dart.