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Notis

Bring company context to contact follow-up

When a contact changes, Notis can fetch the company profile by confirmed domain and share the result in your run reports.

Trigger

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

Action

Company Find

Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.

Why this helps

Contact updates can call for follow-up, but company research is easy to leave for later.

  • Pair contact changes with a company profile lookup.
  • Prepare follow-up with company context in view.
  • Reduce the chance that research gets deferred.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Bigpicture io once in the Notis portal.
  • 2Create an automation from Automations, then New Automation.
  • 3Tell Notis to look up the contact's company profile using its confirmed company domain.
  • 4Pick the Salesforce Contact Updated trigger and choose where run reports go.
  • 5Test with one real updated contact whose company domain is confirmed.

Questions about this workflow

Which contact changes trigger this?

The Contact Updated trigger starts when an existing Salesforce Contact record is modified.

Does this search for a domain?

No. Company Find needs a confirmed website domain. Use a separate Name to Domain Search workflow when you need domain candidates.

Does it send a follow-up message?

No. This workflow looks up company information and reports the run result.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Bigpicture io. A trigger fires from one place; an action lands in another.

Salesforce triggers

Bigpicture io actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Company Find

Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

IP to Company Lookup

Tool to lookup company by ip address. use after obtaining an ip to get detailed company info.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Name to Domain Search

Tool to find company domain(s) by company name. use when you have a company name and need up to 3 likely domains.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Connect any two apps with Notis in the middle.

Salesforce and Bigpicture io, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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