Spot leads that need a creative outreach asset
Make creative support part of lead follow-up by reviewing the right prospects on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Promising leads can receive generic outreach when no one notices that a tailored visual could help.
- Surface leads that match your stated creative outreach criteria.
- Reduce repetitive manual lead list review.
- Help coordinate prospect follow-up with creative production.
Setup
Build it in a few focused steps.
- 1Connect Bannerbite and Salesforce once in the Notis portal.
- 2Create an automation for reviewing leads for creative outreach.
- 3Tell Notis which lead details indicate that an image or video asset could help, and what information to report.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one run and refine your criteria based on the returned lead information.
Questions about this workflow
Will Notis decide which leads need a visual without my guidance?
You need to provide criteria for what makes a lead suitable for creative outreach. Notis can analyze the lead information returned against those criteria.
Can it generate the Bannerbite asset too?
This workflow uses the listed Salesforce lead action to review records. It does not generate Bannerbite assets.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bannerbite to Salesforce. A trigger fires from one place; an action lands in another.
Bannerbite 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.
Bannerbite and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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