Make campaign issues easier to act on
When a campaign issue needs attention, capture the evidence and create a Salesforce task with a clear owner and next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
A deliverability or audience issue can consume time to investigate and still leave the follow-up untracked.
- Turn reported issues into tracked Salesforce work.
- Include relevant campaign context in the task.
- Keep escalation steps visible to the team.
Setup
Build it in a few focused steps.
- 1Connect Benchmark email and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe the issue details to review, when to escalate, and the follow-up task to create.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one known issue and confirm the task is assigned and actionable.
Questions about this workflow
Can Notis determine whether an issue is serious?
Give it clear escalation criteria and ensure the required campaign information is available. Notis can summarize the evidence and create a task based on those instructions.
Can the webhook include details not in Benchmark email?
Yes. The HTTP request can provide extra issue context for Notis to consider alongside the data available from Benchmark email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Benchmark email to Salesforce. A trigger fires from one place; an action lands in another.
Benchmark email 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.
Benchmark email and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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