Bring current company research into Salesforce account notes
Keep account context close to the record. Schedule a research pass and ask Notis to capture useful Bigpicture io findings as a Salesforce note.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Account research becomes stale when it lives in browser tabs or personal documents instead of beside the Salesforce record.
- Keep research beside the Salesforce record
- Prepare account reviews with less context switching
- Preserve useful company findings in a readable note
Setup
Build it in a few focused steps.
- 1Connect Bigpicture io and Salesforce once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from your usual channel.
- 3In one instruction, ask Notis to research the selected companies and add a concise note with relevant findings to each matching Salesforce record.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real company and review the note attached to its Salesforce record.
Questions about this workflow
Which records will be researched?
Specify the Salesforce records or selection criteria in your instruction. The automation should use records that can be matched to company research and an existing Salesforce record.
Can the note include research that Bigpicture io could not verify?
Ask Notis to distinguish confirmed findings from unavailable information and avoid presenting unknown details as facts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigpicture io to Salesforce. A trigger fires from one place; an action lands in another.
Bigpicture io 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.
Bigpicture io and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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