Route qualified leads through Salesforce assignment rules
Let BigML identify the leads ready for action, then use your existing Salesforce assignment rules to route them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Qualified leads can wait in an unassigned queue while someone decides who should own the next step.
- Route qualifying leads using configured Salesforce rules.
- Reduce delay between qualification and ownership.
- Keep routing criteria explicit and repeatable.
Setup
Build it in a few focused steps.
- 1Connect BigML and Salesforce once in the Notis portal.
- 2Create an automation for qualified lead routing.
- 3In one instruction, ask Notis to apply Salesforce lead assignment rules only to the identified lead when its incoming BigML result meets your qualification criteria.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real qualifying lead and confirm its Salesforce assignment.
Questions about this workflow
Does this create or qualify the lead?
No. The lead must already exist, and the incoming result or connected data must identify it.
Does it choose an owner itself?
It invokes the assignment rules configured in Salesforce. Notis does not invent or replace those rules.
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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