Schedule Salesforce Data Imports for DataRobot
Keep a DataRobot dataset current from a configured Salesforce data source with a routine that runs for you.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Dataset from Data Source
Tool to create a dataset from an external data source connector (database, S3, etc.). Use when you need to import data from a configured data source into DataRobot. The dataset creation is asynchronous - poll the returned location URL to check completion status.
Why this helps
Manual CRM imports interrupt analysis and make it harder to rely on current data.
- Reduce repeated data import work
- Keep a reusable dataset refreshed
- Spend less time preparing CRM data
Setup
Build it in a few focused steps.
- 1Connect Salesforce and DataRobot once in the Notis portal and make sure the Salesforce source is configured in DataRobot.
- 2Create an automation by naming it and describing the outcome in plain language.
- 3Tell Notis which configured source data to import and how to use it in DataRobot.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real run and review the resulting dataset.
Questions about this workflow
Does this configure the Salesforce data source?
No. The source must already be configured in DataRobot. This action creates a dataset from a data source.
Can I use the dataset immediately for predictions?
This creates the dataset. Scoring requires a separate batch prediction action and a configured deployment or model.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Datarobot. A trigger fires from one place; an action lands in another.
Salesforce triggers
Datarobot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Users to Group
Tool to add one or more users to a DataRobot user group by groupId. Use when you have a valid groupId and want to add existing usernames. Limit 100 users per request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Organization
Tool to add a user to an existing organization. Use when you have an organizationId and wish to add or create a user within it.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Analyze Dataset Definition
Tool to analyze a dataset definition by ID. Use when you need to trigger an analysis job that retrieves dataset metadata, schema, and statistics.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Archive Model Package
Tool to archive a DataRobot model package. Use when you need to archive a model package that is no longer actively used.
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.
Build Java Scoring Code Package
Initiates an asynchronous build of a Java JAR package containing DataRobot Scoring Code for a deployment. The JAR can be executed locally for predictions or used as a library in Java applications. Use after confirming the deployment is active and supports scoring code. Poll the returned statusId or location URL to track build progress.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Cancel Notebook Job
Tool to cancel a running or pending notebook job execution. Use when you need to stop a notebook job that is currently executing or queued. The cancellation is immediate and cannot be undone.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Cancel Project Job
Tool to cancel a pending job for a project. Use when you need to stop a queued or running job after confirming its ID.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Check Project Status
Tool to check the status of a DataRobot project. Use after creating or loading a project to monitor its stage and Autopilot completion.
Connect any two apps with Notis in the middle.
Salesforce and Datarobot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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