Prepare concise company research briefs for account work
Get ready for account conversations without opening a stack of tabs. Notis can combine selected Salesforce account details with Bigpicture io research into a short brief.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get account
Retrieves a specific account by id from salesforce, returning all available fields.
Why this helps
Preparing for account work means switching between CRM records, research pages, and notes just to rebuild basic context.
- Reduce account preparation time
- Keep relevant CRM details in the brief
- See research gaps before a conversation
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 the selected Salesforce accounts, research each company with Bigpicture io, and return a concise brief with findings and gaps.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real account and review the brief for accuracy and usefulness.
Questions about this workflow
Where will I find the brief?
The automation sends its run report to the channel you select during setup.
Can the brief include details not in either app?
Only if you supply them in your instruction or request. Notis should label unavailable information as unknown rather than infer it as fact.
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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