Keep the next sales step attached to the location
When an inquiry arrives with an address or coordinates, Notis can check the location and create a Salesforce task with the supplied follow-up details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Location checks and follow-up reminders often happen in separate places, making the next step easy to lose.
- Put the follow-up in the system where sales work is tracked.
- Include checked location context with the task.
- Reduce manual address lookup and reminder entry.
Setup
Build it in a few focused steps.
- 1Connect Big data cloud and Salesforce once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to check the location in the webhook, summarize useful returned context, and create a Salesforce task using the supplied follow-up and related record details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real inquiry and confirm the task is attached to the intended record.
Questions about this workflow
Does this update an existing Salesforce record?
The selected action creates a task. Provide a valid Salesforce record reference if you want the task related to an existing record.
Can it create a task from coordinates?
Yes, if the webhook includes coordinates and Big data cloud can return useful location context. Supply the intended follow-up details as well.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Big data cloud to Salesforce. A trigger fires from one place; an action lands in another.
Big data cloud triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Big data cloud and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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