Keep strategic account research easy to find
Save the account findings your team will need again during planning and follow up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Why this helps
Strategic research disappears into busy channels before anyone returns to it.
- Create a lightweight reference system
- Preserve important account context
- Make follow up reviews faster
Setup
Build it in a few focused steps.
- 1Connect Bigpicture io and Slack in Notis.
- 2Create an automation named Strategic account starring.
- 3Tell Notis to identify strategic account findings and star the corresponding Slack message, explaining why it matters.
- 4Choose the Notis webhook trigger.
- 5Select a report channel and test with one strategic account payload.
Questions about this workflow
What makes an account strategic?
Define your own criteria in the instruction, such as estimated value, expansion potential or market influence.
Can the workflow also summarize the finding?
Yes. Ask Notis to include a short explanation in the run report.
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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