Give scorecard exceptions a scheduled Salesforce follow-up
Have Notis review available scorecard results on a schedule and turn actionable exceptions into Salesforce tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Scorecard exceptions can accumulate between reviews, leaving busy teams unsure which ones need action.
- Review available scorecard results on a consistent schedule.
- Create tasks only for exceptions with actionable follow-up details.
- Make unresolved issues easier to see in Salesforce.
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 scorecard results and create Salesforce tasks for exceptions with a known owner and next step.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Run once against real results and confirm that the Salesforce tasks reflect actual exceptions.
Questions about this workflow
Can this run if Notis cannot retrieve BSC Designer results?
The schedule can start the automation, but the results must be available to Notis or supplied as input. The automation cannot review data it cannot access.
What happens when an exception lacks an owner or next step?
Ask Notis to report it for review rather than create a task with guessed 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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