Turn an account research request into a Salesforce task
When research needs a human decision or deeper follow-up, put the next step directly in Salesforce with enough context to act.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Research requests arrive in messages and then disappear before anyone adds a clear task to the account workflow.
- Keep research follow-ups in the CRM work queue
- Capture the reason for the task
- Make ownership and next steps easier to see
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 task describing the requested follow-up with relevant findings.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real request and verify the task points to the intended record.
Questions about this workflow
Does the workflow assign a task owner?
Specify the owner or assignment approach in your instruction and provide the information needed to identify them in Salesforce.
Can it create a task without an existing account?
The task needs an appropriate Salesforce record association if your use case requires one. Include enough details for Notis to find the intended record.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.