Keep your Salesforce pipeline current in Databox
See opportunity changes in your Databox reporting without switching back to Salesforce to collect updates.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Push Data to Dataset (V1)
Tool to push data points to a Databox dataset using the v1 API. Use when you need to ingest data records into a specific dataset by providing the dataset ID and an array of records matching the dataset schema.
Why this helps
Pipeline reviews take extra effort when opportunity changes are scattered across Salesforce records.
- Keep opportunity changes available in Databox reporting.
- Reduce manual collection before pipeline reviews.
- Review changes without repeatedly switching between tools.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Databox once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to add each created or updated opportunity to the Databox dataset you specify.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports go.
- 5Test with one real opportunity update and confirm the record appears in the dataset.
Questions about this workflow
Does this create a Databox dataset for me?
No. Specify an existing Databox dataset with a schema that can accept the opportunity records.
Which Salesforce changes start the automation?
New or updated Opportunity records start it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Databox. A trigger fires from one place; an action lands in another.
Salesforce triggers
Databox actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Dataset
Tool to create a new dataset in Databox data source. Use when you need to initialize a dataset with a title, data source ID, and primary keys for unique record identification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Data Source
Tool to create a new data source in Databox. Use when you need to create a logical container for datasets within a Databox account. Requires accountId, title, and timezone parameters.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete Dataset
Tool to delete a dataset by ID in Databox. Use when you need to permanently remove a dataset. This operation is irreversible.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete Data Source
Tool to delete a data source by ID in Databox. Use when you need to permanently remove a data source. This operation is irreversible and will delete all associated datasets.
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.
Get Dataset Ingestion Status
Tool to check the status of a specific data ingestion for a dataset. Use when you need to verify whether a data ingestion was successful by providing the dataset ID and ingestion ID returned from the initial POST request.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
List Accounts
Tool to retrieve all Databox accounts accessible to the authenticated user. Use to identify account IDs required for subsequent API operations like data source creation.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Push Data to Dataset (V1)
Tool to push data points to a Databox dataset using the v1 API. Use when you need to ingest data records into a specific dataset by providing the dataset ID and an array of records matching the dataset schema.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Databox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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