Start an account review brief from your existing process
Send a request with account context and get a readable review brief in Dart.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Preparing account reviews can mean collecting context from several places right when the team needs to act.
- Start account review documentation from an existing HTTP based process.
- Keep the resulting brief in Dart for team access.
- Make missing account context visible before review.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Dart once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Ask Notis to create a Dart account review doc from the supplied context and flag missing details.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real request and review the created brief.
Questions about this workflow
What starts this workflow?
An HTTP request starts the Notis webhook trigger.
Does the webhook itself fetch Salesforce data?
Only if the connected tools and instruction make that data available. Include the account context in the request or ask Notis to retrieve it where supported.
Where will the doc appear?
Dart places a new doc in its Docs folder by default unless a specific folder is specified.
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
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