Bring company research into opportunity review
An opportunity changes, and Notis can fetch company details by its confirmed website domain for your next deal review.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Deal reviews lose time when company context has to be rebuilt from scattered tabs and notes.
- Refresh company information around opportunity changes.
- Give deal reviews a company profile to consider.
- Reduce context switching during pipeline review.
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 company details for the opportunity's account using its confirmed domain.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports go.
- 5Test with one real opportunity whose related company domain is confirmed.
Questions about this workflow
What starts the automation?
A Salesforce Opportunity creation or update starts it.
What information does Company Find need?
It needs the company's website domain, so the prompt should use a confirmed domain available from the opportunity's related account.
Does it decide whether to advance the deal?
No. It returns company lookup context; your team decides how that context affects the opportunity.
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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