Turn a qualified company into a Salesforce opportunity
When company research signals a real sales opportunity, Notis can create the Salesforce record and keep the research context in the run report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Promising company research can stall before it becomes a trackable opportunity, while premature records clutter the pipeline.
- Move qualified companies into the pipeline
- Apply your stated criteria consistently
- Avoid creating opportunities when evidence is insufficient
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 submitted company and create a Salesforce opportunity only when it meets your stated criteria.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real company and verify the opportunity uses valid Salesforce details.
Questions about this workflow
What qualification criteria should I provide?
Specify the evidence or conditions that make a company worth creating an opportunity for, and provide any required opportunity details that the research cannot determine.
Can Bigpicture io supply a Salesforce close date or stage?
Do not assume research supplies those Salesforce fields. Include the desired defaults in your instruction or use details your team provides.
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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