Give each new Salesforce lead a shared intake brief
Start lead review with the information in one readable Dart doc.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
New leads can sit in the CRM without a concise brief for the people deciding what to do next.
- Create a readable starting point for lead review.
- Reduce repeated searching through CRM details.
- Make the next action easier to discuss with the team.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Dart once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3In one instruction, ask Notis to create a Dart intake doc summarizing the new lead and open questions.
- 4Pick the Salesforce New Lead trigger and choose a run report channel.
- 5Test with one real lead and review the doc for accuracy.
Questions about this workflow
What lead information can the doc include?
Notis can use the data returned with the new lead event. Ask it to flag details that are not present rather than fill them in.
Where will the doc be created?
Dart creates docs in its Docs folder by default unless the automation specifies a folder.
Can this also assign a task?
This workflow creates a doc. A separate automation can create tasks if you want a distinct follow-up step.
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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