Keep a weekly creative digest with each campaign
Put a compact record of this week's campaign creative work beside the campaign itself.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Teams lose track of which campaign assets were produced and what changed during the week.
- Keep a readable summary beside the Salesforce campaign.
- Make recent asset activity easier to catch up on.
- Reduce status chasing across creative and CRM tools.
Setup
Build it in a few focused steps.
- 1Connect Bannerbear and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to summarize the supplied or available Bannerbear campaign asset activity for the period and add the summary to the identified Salesforce campaign as a note.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run one real example and review the campaign note.
Questions about this workflow
What activity can the digest include?
It can summarize Bannerbear asset details that are available to Notis or supplied in the request or connected data.
How does it find the Salesforce campaign?
Provide an identifier or other reliable way to locate the campaign in Salesforce.
Can it include a comparison with last week?
Only if the previous period's data is available to Notis or supplied. Otherwise, the digest should summarize the current period only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bannerbear to Salesforce. A trigger fires from one place; an action lands in another.
Bannerbear 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.
Bannerbear and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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