Turn company news into a Salesforce follow-up
Send a Bigdata.com company news finding to Notis and get a Salesforce task that keeps the next step visible.
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
Important company news can surface while you are researching, then disappear beneath other work before you decide what to do about it.
- Keep timely account research attached to a concrete next step.
- Include the relevant news context in the task for easier recall.
- Reduce the chance of postponing a useful follow-up.
Setup
Build it in a few focused steps.
- 1Connect Bigdata.com MCP and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to turn incoming company news research into a Salesforce follow-up task with the source context and a sensible next step.
- 4Choose the webhook trigger and the channel for run reports.
- 5Test with one real Bigdata.com company news finding.
Questions about this workflow
Does Bigdata.com MCP provide a trigger event for this automation?
No. Use a Notis webhook as the trigger and send the relevant Bigdata.com finding to that webhook.
What can Notis include in the Salesforce task?
Ask Notis to use the supplied company, news details, and source context to write a useful task subject and description. The user should provide any follow-up deadline that matters.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigdata.com MCP to Salesforce. A trigger fires from one place; an action lands in another.
Bigdata.com MCP 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.
Bigdata.com MCP and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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