Turn a filing catalyst into an opportunity to review
Capture the business possibility behind a filing insight in Salesforce while keeping the evidence close at hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
A filing can reveal a timely business catalyst, but moving from research to a reviewable opportunity often gets delayed.
- Make a potential opportunity visible in the sales pipeline.
- Preserve the filing context that prompted consideration.
- Give the team a clear starting point for qualification.
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 assess the supplied filing finding and create a Salesforce opportunity for a plausible business discussion, recording the rationale and noting uncertainties.
- 4Choose the webhook trigger and the channel for run reports.
- 5Test with one real filing insight and review the proposed opportunity details.
Questions about this workflow
Will every filing finding create an opportunity?
The instruction can ask Notis to create one only when the supplied information supports a plausible business conversation. The workflow should leave uncertain details for review rather than inventing them.
Does the workflow know the Salesforce stage and close date?
Those depend on your sales process. Supply suitable values or instruct Notis to use your team's agreed defaults; required opportunity information must be available.
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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