Turn completed sales tasks into a research prompt
When a task is completed, Notis can search the related company's name for likely domains so you have a defined next research step.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
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.
Why this helps
Once a call or follow-up task is done, the company research needed for what comes next can slip through the cracks.
- Start company research after a task is marked complete.
- Get domain candidates from a company name.
- Create a consistent next step for relevant completed tasks.
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 find likely domains for the related company after a task is completed, using its company name.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports go.
- 5Test with one real completed task that has a related company name.
Questions about this workflow
Does every created task start this?
The event can trigger when a task is created or when its status changes to Completed. Use the prompt to focus on the completed-task outcome.
What does the domain search need?
It needs a company name that can be taken from the related Salesforce context.
Does this automatically create another Salesforce task?
No. The Bigpicture io action searches for likely company domains and reports the 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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
IP to Company Lookup
Tool to lookup company by ip address. use after obtaining an ip to get detailed company info.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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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