Share lead risk alerts clearly
Give your team early warning when research changes how a lead should be handled.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
Teams waste effort when lead risks are discovered after outreach has already started.
- Expose deal risks early
- Improve qualification decisions
- Suggest a practical response
Setup
Build it in a few focused steps.
- 1Connect Bigpicture io and Slack in Notis.
- 2Create an automation named Lead risk alerts.
- 3Tell Notis to summarize material lead risks, explain the evidence and recommend the next qualification step in Slack.
- 4Choose the Notis webhook trigger.
- 5Select a report channel and test with one lead risk payload.
Questions about this workflow
What types of risk can be included?
Define risks such as weak fit, unclear ownership, limited budget signals or timing concerns.
Can the alert include a response plan?
Yes. Ask Notis to recommend a validation question or follow up action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigpicture io to Slack. A trigger fires from one place; an action lands in another.
Bigpicture io triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Bigpicture io and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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