Find useful contact matches in BigML segments
Bring relevant contacts and segment evidence together for a focused review without manually reconciling two systems.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Segment opportunities go overlooked when teams must repeatedly compare contact lists with model results.
- Surface relevant contacts for segment follow-up.
- Keep matches tied to available segment evidence.
- Reduce manual comparison across tools.
Setup
Build it in a few focused steps.
- 1Connect BigML and Salesforce once in the Notis portal.
- 2Create an automation for contact segment review.
- 3In one instruction, ask Notis to compare available Salesforce contacts with BigML segment results and report matching contacts with the evidence and criteria used.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review and confirm contact identity and match details.
Questions about this workflow
Does this enroll contacts in a campaign?
No. It reports matching contacts. Use the Salesforce contact campaign action in a separate automation if you want enrollment.
Can it compare contacts not present in the available data?
No. Notis can only compare records and segment results that BigML and Salesforce make available.
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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