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Notis

Create Salesforce leads from BigML scoring results

Send a BigML scoring result to Notis and turn a qualified prospect into a Salesforce lead without retyping the context.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create lead

Creates a new lead in salesforce with the specified information.

Why this helps

Promising model results can get lost between BigML analysis and manual Salesforce entry.

  • Capture qualified prospects while the scoring context is fresh.
  • Include the prediction rationale supplied with the webhook.
  • Reduce manual entry between BigML and Salesforce.

Setup

Build it in a few focused steps.

  • 1Connect BigML and Salesforce once in the Notis portal.
  • 2Create an automation and name it for scoring qualified prospects.
  • 3In one instruction, ask Notis to use the incoming BigML result and supplied prospect details to create a Salesforce lead with relevant context.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real BigML result and review the created lead.

Questions about this workflow

What starts this workflow?

A webhook request starts it. Include the BigML result and the prospect details needed to create a lead.

Does this workflow calculate the BigML score?

No. It uses the result and any score or explanation supplied in the webhook or available through BigML.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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