Find relevant Salesforce email templates on a schedule
Get a reminder of the templates available for the work you are doing.
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
Existing email templates are easy to overlook when they are not surfaced at the moment they are needed.
- Make existing templates easier to find
- Reduce repeat content searches
- Review matches in your preferred channel
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe the kinds of email templates to find and summarize in one instruction.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Review one real run and confirm the listed templates match your request.
Questions about this workflow
Will this send an email?
No. It searches available templates and reports matches; it does not send email.
Can the search criteria change?
Yes. Describe the names, terms, or use case that define the templates you want to find.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ApptiveGrid to Salesforce. A trigger fires from one place; an action lands in another.
ApptiveGrid 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.
ApptiveGrid and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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