Bring BigML segment context into campaign reviews
Give campaign reviews a useful model lens by comparing available segment results with Salesforce campaign records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List campaigns
Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Campaign reviews can miss changing segment signals when CRM and model outputs are checked separately.
- Bring segment evidence into campaign review.
- Focus attention on campaigns matching your stated criteria.
- Make observations available where your team reviews run reports.
Setup
Build it in a few focused steps.
- 1Connect BigML and Salesforce once in the Notis portal.
- 2Create an automation for campaign review.
- 3In one instruction, ask Notis to compare available Salesforce campaigns with BigML segment results and report observations tied to specific records and evidence.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real campaign review and check that findings are traceable.
Questions about this workflow
Does this calculate campaign conversion rates?
Only if the necessary campaign and outcome data is available. Any missing measures or historical baselines must be supplied.
Does it modify campaigns?
No. It produces a review report based on available data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigml to Salesforce. A trigger fires from one place; an action lands in another.
Bigml 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.
Bigml and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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