Create researched Salesforce leads from Bigpicture io company insights
Start with a company name or domain. Bigpicture io researches the fit, and Notis turns the findings into a Salesforce lead with useful context for your next conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
A promising prospect arrives, but researching the company and entering lead details manually delays follow-up and scatters useful context.
- Reduce manual research and CRM entry
- Keep qualification context with the lead
- Make new prospects easier to follow up
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 lead with the relevant findings and qualification notes.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real company request and check the resulting lead.
Questions about this workflow
What should the webhook request include?
Include enough information to identify the prospect, such as a person name, company name, or company domain. Notis can use Bigpicture io to research the company context.
Will the automation create a lead if research is incomplete?
Tell Notis in the instruction how to handle missing details, such as asking for review or creating a lead only when required information is available.
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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