Give location questions on active deals an owner and next step
Notis can review selected opportunities on a schedule, check available location information, and create a task when a location question needs a person to resolve it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 questions can slow deal review when no one has a clear reminder to investigate them.
- Make location research part of a regular deal review.
- Create a trackable next step for unresolved questions.
- Keep the task related to the opportunity.
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 review the selected Salesforce opportunities, check available location data with Big data cloud, and create a task for any opportunity that needs a person to resolve a location question.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real opportunity and confirm any task points to that opportunity.
Questions about this workflow
Can it judge whether a location affects deal risk?
Only if you provide review criteria and the available record data supports them. It can flag location questions for a person, but should not infer unavailable business context.
What details are needed to relate a task to an opportunity?
The workflow needs a valid Salesforce opportunity reference from the reviewed record.
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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