Close the loop on tasks with BigML success signals
Let a verified outcome close its Salesforce task and carry the model result into completion notes.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Complete task
Marks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.
Why this helps
Completed work stays on task lists when nobody remembers to update the CRM after the outcome is known.
- Close identified tasks after a defined result.
- Capture supplied outcome context in completion notes.
- Keep task lists aligned with verified work.
Setup
Build it in a few focused steps.
- 1Connect BigML and Salesforce once in the Notis portal.
- 2Create an automation for verified task completion.
- 3In one instruction, ask Notis to complete only the Salesforce task identified in the incoming result when the stated success condition is met, adding supplied completion notes.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real success signal and verify the task status and notes.
Questions about this workflow
Will it complete tasks based on an uncertain prediction?
Set a clear success condition in the instruction. A prediction alone should not count as completion unless that is explicitly your intended rule.
What identifies the task?
The webhook or available Salesforce context must identify the existing task to complete.
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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