Review Salesforce opportunities with fresh company context
Prepare for pipeline reviews with company context in hand. Notis can inspect Salesforce opportunities and use Bigpicture io research to highlight records worth a closer look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Pipeline reviews take extra time when opportunity records lack current company context or leave the next action unclear.
- Prepare pipeline reviews with relevant research
- Spot opportunities that merit human attention
- Receive a concise run report instead of rechecking every account manually
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 review Salesforce opportunities, research their companies with Bigpicture io, and report records whose context suggests a useful review or follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real opportunity and review whether the report provides actionable context.
Questions about this workflow
Does this workflow change opportunity details?
No. It reads opportunity data and returns research and review findings in the run report. Use an update workflow only when you want to change Salesforce records.
Can it determine whether a deal will close?
It can summarize available company context, but it cannot establish deal status or a forecast unless the needed evidence is available in Salesforce or supplied in your instruction.
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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