Turn BigML risk signals into Salesforce follow-up
When a risk result arrives, create a Salesforce task that captures the next step while it is still clear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Risk alerts can be acknowledged and then forgotten when follow-up is left to memory.
- Convert risk signals into visible follow-up work.
- Carry the supplied recommendation into the task.
- Reduce the chance an important review is forgotten.
Setup
Build it in a few focused steps.
- 1Connect BigML and Salesforce once in the Notis portal.
- 2Create an automation for risk signal follow-up.
- 3In one instruction, ask Notis to create a Salesforce task for incoming risk results that meet your criteria, using available record, owner, due date, and next-step details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real risk result and verify the task details.
Questions about this workflow
Can the task be assigned to a specific person?
Yes, when the incoming result or Salesforce context identifies an appropriate owner.
What if the next step is unclear?
Specify the desired follow-up in your instruction or provide a recommendation with the webhook. Notis can report when key details are missing.
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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