Turn BigML segment briefs into Salesforce campaigns
Move from segment analysis to a ready-to-manage Salesforce campaign with the brief and details supplied in the webhook.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
A useful segment insight can lose momentum while someone manually translates it into campaign setup.
- Move approved segment ideas into campaign setup.
- Keep the segment purpose with the campaign context.
- Reduce repeated CRM data entry.
Setup
Build it in a few focused steps.
- 1Connect BigML and Salesforce once in the Notis portal.
- 2Create an automation for segment campaign creation.
- 3In one instruction, ask Notis to create a Salesforce campaign from an incoming approved segment brief using supplied name, purpose, status, and other required details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved brief and review the created campaign.
Questions about this workflow
Does the workflow choose campaign members?
No. It creates the campaign. Adding contacts or leads requires a separate action and suitable existing Salesforce records.
What if campaign details are missing?
Include the required details in the webhook or instruction. Notis should report what is missing rather than inventing values.
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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