Find opportunities that need Bannerbite creative support
Use a recurring review to spot sales opportunities that need a creative asset or refresh.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Opportunities that need new creative can be overlooked when sales teams review pipeline manually and inconsistently.
- Review opportunities regularly without remembering to run a manual search.
- Use your criteria to flag records that may need a creative asset.
- Give the team a consistent view of creative production follow-ups.
Setup
Build it in a few focused steps.
- 1Connect Bannerbite and Salesforce once in the Notis portal.
- 2Create an automation for scheduled creative support reviews.
- 3Tell Notis what opportunity details or criteria indicate a need for Bannerbite creative work.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one run and review whether the returned opportunities support your criteria.
Questions about this workflow
Can this workflow know which opportunities need creative?
Not by itself. Tell Notis the criteria to use, and provide any baseline or production status that Salesforce does not return.
Does the schedule create Bannerbite projects?
No. This workflow reviews Salesforce opportunities and can report which records match your stated creative support criteria.
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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