Keep peer landscape context with the account
Give account owners a concise view of relevant peer developments without making them search through separate research notes.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Peer and market research can influence account strategy, but useful context often fails to reach the people working in Salesforce.
- Make relevant market context available to account owners.
- Keep the research source and implications together.
- Reduce repeated review of scattered peer research.
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 summarize the peer research you provide and create a Salesforce note on the specified account, focusing on implications relevant to that relationship.
- 4Choose the webhook trigger and the channel for run reports.
- 5Test with one peer research finding and the intended account record.
Questions about this workflow
Can the workflow decide which peer findings matter?
Give Notis criteria tied to your account strategy. Without criteria, ask it to summarize neutrally and flag uncertain relevance.
Should sensitive competitive claims be treated as facts?
Ask Notis to distinguish sourced facts from interpretation and retain the source context so a person can evaluate the note.
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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