Find a relevant Salesforce email template
Bring the research and available template options together before you draft an outreach message.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List email templates
Lists available email templates in salesforce with filtering and search capabilities.
Why this helps
Choosing a template takes extra effort when the outreach context and Salesforce templates are in separate places.
- Find template options using the current outreach context.
- Avoid searching templates one by one.
- Give the writer a more relevant starting point.
Setup
Build it in a few focused steps.
- 1Connect Anchor browser and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for outreach preparation.
- 3Tell Notis what prospect context to research and what terms or purpose to use when searching Salesforce email templates.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real outreach case and review the candidate templates.
Questions about this workflow
Will it send the email?
No. It searches templates and reports candidates for a person to review.
Will it rewrite the template?
The instruction can ask for a suggested adaptation, but the workflow only searches templates. Treat any draft as a proposal for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anchor browser to Salesforce. A trigger fires from one place; an action lands in another.
Anchor browser 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.
Anchor browser and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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