Keep transcript insights with the Salesforce record
Bring notable management commentary into Salesforce so account research stays close to the relationship it informs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Transcript takeaways often live in research tools or scattered notes, making it hard to find what shaped an account decision later.
- Keep research takeaways near the Salesforce record they inform.
- Make notable commentary easier to retrieve during account reviews.
- Create a concise record without rereading a full transcript.
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 transcript insights you provide, summarize relevant takeaways, and create a Salesforce note on the specified record.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with one real transcript excerpt and a Salesforce record you can identify.
Questions about this workflow
Does a recurring schedule fetch new Bigdata.com transcripts by itself?
A schedule starts the automation, but it does not create an unsupported Bigdata.com trigger. Supply or make available the transcript research the automation should review.
Which Salesforce record should receive the note?
Provide the relevant existing Salesforce record or enough context to identify it. Ask Notis to include the source and transcript context in 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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