Bring qualified scorecard growth signals into the pipeline
Review strategy results on a schedule and promote only the growth signals with enough context to track in Salesforce.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Strategic growth opportunities can be overlooked when scorecard reviews and pipeline upkeep happen at different times.
- Surface qualified growth signals during a recurring review.
- Create opportunities only when required pipeline details are available.
- Keep strategic context connected to a trackable Salesforce record.
Setup
Build it in a few focused steps.
- 1Connect BSC Designer and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to review available growth signals and create opportunities only when name, stage, close date, and any required account ID are supplied.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Run once on real scorecard data and confirm that any created opportunity matches its source signal.
Questions about this workflow
What details must be available for an opportunity?
Provide the opportunity name, valid stage, close date, and a valid existing account ID when associating it with an account.
Will this create an opportunity for every growth signal?
The instruction should define which signals qualify. Notis should skip or report signals that lack evidence or required opportunity details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BSC Designer to Salesforce. A trigger fires from one place; an action lands in another.
BSC Designer 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.
BSC Designer and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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