Turn earnings season research into a follow-up queue
Keep timely earnings developments connected to clear Salesforce next steps during a busy reporting period.
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
Earnings season produces a dense rush of information, making it harder to remember which developments deserve a follow-up and when.
- Give timely developments a visible place in the follow-up queue.
- Include research context to support quick task review.
- Reduce the memory load of tracking many reporting dates and updates.
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 review the earnings research you provide, identify developments with a timely business follow-up, and create Salesforce tasks with context and any supplied deadline.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with one real earnings update and verify the task details.
Questions about this workflow
Will Notis know every company's earnings date?
Do not assume that. Provide the schedule or research updates you want reviewed, and include deadlines when they are important.
Can the task include a proposed outreach angle?
Yes. Ask Notis to suggest a concise angle grounded in the supplied research and mark it as a suggestion for the owner to review.
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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