Find Salesforce records missing creative context
Catch handoffs that may need a Bannerbite project reference before someone has to search for it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List notes
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Salesforce records can lack the creative context teammates need to follow up without searching across tools.
- Review notes against a clear standard for creative context.
- Surface records that may need a project or asset reference added.
- Reduce time spent hunting for missing handoff information.
Setup
Build it in a few focused steps.
- 1Connect Bannerbite and Salesforce once in the Notis portal.
- 2Create an automation for reviewing creative handoff notes.
- 3Tell Notis what information a complete creative note should contain and how to report possible gaps.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one run and confirm the available notes include the context you want assessed.
Questions about this workflow
Can it confirm every asset exists in Bannerbite?
No. It reviews the Salesforce notes returned by the action. Verifying asset existence requires the relevant Bannerbite data to be supplied.
What counts as a missing reference?
Specify the expected details, such as a project name or asset link. Notis will need those criteria to identify possible gaps.
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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