Make lead fit reviews easier with BigML context
Bring model fit analysis into a focused review of Salesforce leads so your next action is easier to see.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get lead
Retrieves a specific lead by id from salesforce, returning all available fields.
Why this helps
Lead fit signals and CRM details are separated, making routine review slower and easier to postpone.
- Review fit and CRM details together.
- Surface leads matching your qualification criteria.
- Keep the review list grounded in available model results.
Setup
Build it in a few focused steps.
- 1Connect BigML and Salesforce once in the Notis portal.
- 2Create an automation for lead fit review.
- 3In one instruction, ask Notis to use available BigML fit analysis and Salesforce lead details to report leads matching your criteria with a concise rationale.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review and verify the fit evidence and lead identifiers.
Questions about this workflow
Does this action retrieve leads by a particular search?
The selected Salesforce event retrieves a lead by ID. For broad scheduled listing, choose an available list action in your automation instead.
Can it explain the fit result?
Yes, when BigML provides a score or explanation. Do not assume a rationale that is absent from the 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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