Turn a BSC Designer KPI risk into a Salesforce task
Capture the KPI that needs attention and give its follow-up a clear owner and next step in Salesforce.
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
A missed KPI can stay buried in a scorecard while its follow-up slips between meetings and CRM work.
- Keep a specific KPI issue attached to an actionable Salesforce task.
- Record the owner, next step, and due date in one place.
- Reduce the effort of moving from a strategy review to follow-up.
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 create a Salesforce task from the submitted KPI risk, using the provided owner, next step, and due date.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real KPI risk through the webhook and review the Salesforce task.
Questions about this workflow
What KPI information should the webhook include?
Include the scorecard or objective, KPI name, current result, target, why it is at risk, and any owner, next step, or due date you want on the task.
Will Notis invent an owner or deadline if they are missing?
No. Supply the owner and due date in the request, or tell Notis to leave them unspecified.
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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