Keep important BigML results with Salesforce records
Capture recurring model findings alongside the Salesforce records they inform, so the context is easier to find later.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List notes
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Repeated model results and explanations are hard to trace when they stay outside the CRM.
- Retain recurring findings with relevant records.
- Make supplied model explanations easier to find.
- Reduce manual documentation during review.
Setup
Build it in a few focused steps.
- 1Connect BigML and Salesforce once in the Notis portal.
- 2Create an automation for scheduled result documentation.
- 3In one instruction, ask Notis to identify results meeting your retention criteria and create a concise Salesforce note on each matching record, using available identifiers and evidence.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real result and verify the note appears on the correct record.
Questions about this workflow
Does Salesforce deduplicate repeated notes automatically?
Do not assume it does. Define when a new note is useful and provide any history needed to avoid duplicates if that history is not available.
What if a result has no matching Salesforce record?
The record must be identifiable and exist in Salesforce. Have Notis report unmatched results for review.
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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