Know which Salesforce email templates are available
Create a recurring inventory so you can quickly see what email templates Salesforce makes available to your connected user.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List email templates
Lists available email templates in salesforce with filtering and search capabilities.
Why this helps
Template discovery can interrupt work when nobody knows what already exists or where to look.
- Make available templates easier to discover
- Reduce repeated manual browsing
- Keep a lightweight inventory report
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe in one instruction how to summarize the available Salesforce email templates for your inventory report.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Run it once and confirm the report shows the templates available to your connection.
Questions about this workflow
Can this create or edit templates?
No. The selected Salesforce action lists email templates with filtering and search capabilities.
Will every Salesforce user see the same templates?
Availability may depend on the connected user's access and the Salesforce action's returned results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Salesforce. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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