Bring company research into opportunity review prep
Start pipeline conversations with the account context already gathered. Notis can look up selected opportunities and return a short research brief for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get opportunity
Retrieves a specific opportunity by id from salesforce, returning all available fields.
Why this helps
Opportunity reviews lose time to last minute account research and repeated questions about the company behind the deal.
- Reduce last minute research before pipeline reviews
- Keep opportunity details in view with company findings
- Highlight questions that still need answers
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 read selected Salesforce opportunities, research their associated companies, and return a concise review brief with open questions.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real opportunity and confirm the brief helps prepare a review.
Questions about this workflow
Can the brief explain why an opportunity is delayed?
Only when the relevant evidence is available in Salesforce or supplied in your instruction. Company research alone cannot establish internal deal progress.
Does this workflow update the opportunity?
No. It reads the opportunity and produces a brief in the run report.
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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