Make weekly pipeline review easy to start
Start your review with a Dart task that highlights Salesforce opportunities needing attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Pipeline review can consume founder time when every week starts with manually assembling the same deal context.
- Give the team a predictable starting point for pipeline review.
- Reduce the manual prep needed before a sales meeting.
- Call attention to opportunities that match your stated review criteria.
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.
- 3Tell Notis to review available opportunity data and create a Dart task with deals needing attention.
- 4Pick a recurring schedule and choose a channel for run reports.
- 5Test with one real run and confirm the summary reflects your review criteria.
Questions about this workflow
Does this run from a Salesforce event?
No. A Notis schedule starts it, and Notis can use Salesforce data available to the connected assistant.
Can it compare this week with last week?
Only if the needed historical baseline is available or you provide it. Otherwise ask for a current snapshot.
Can it create a task only when there are deals to review?
You can instruct Notis to do so, based on the opportunity data it can access.
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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