Make entity changes visible for account review
Create a clear review step when entity intelligence changes, while keeping the source detail easy to check.
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
Changes in company relationships or identity details can affect account work, but they are easy to miss or misinterpret without a review step.
- Make a supplied entity change visible to the account owner.
- Prompt verification before records or plans are changed.
- Keep the supporting intelligence close to the review task.
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 create a Salesforce task for the supplied entity change, summarize its source, and ask the owner to verify the Salesforce relationship before taking further action.
- 4Choose the webhook trigger and the channel for run reports.
- 5Test with one entity change and the related Salesforce record.
Questions about this workflow
Will this update Salesforce account details automatically?
This workflow creates a review task. The task asks a person to verify the supplied intelligence before making account changes.
What if the entity update is ambiguous?
Include the source and ask Notis to describe the ambiguity in the task rather than assert an unverified relationship.
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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