Make account company research a regular review
Set a schedule for Notis to look up company profiles from confirmed account domains and send run reports where your team reviews work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Account research can become stale when there is no clear moment to revisit it.
- Create a predictable cadence for company research.
- Use confirmed domains supplied in the instruction or available account context.
- Review lookup results in one report channel.
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 which account domains to look up and what company profile context to report.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real account and confirm its domain before relying on the schedule.
Questions about this workflow
What starts this workflow?
A recurring Notis schedule starts it.
Does the schedule select accounts automatically?
The setup does not add field-mapping or filter screens. State the account scope in your instruction and provide any missing domain list or criteria that Notis cannot access.
Can Company Find work without a domain?
No. Company Find requires a website domain. Confirm domains before running the lookup.
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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