Put campaign context beside active opportunities
Keep relevant campaign context close to the opportunity conversation, with a short Salesforce note created from the results you provide or identify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Sales conversations lose useful context when campaign results are hard to locate alongside the opportunity.
- Make campaign context easier to find during deal reviews.
- Keep the Salesforce note focused on the opportunity.
- Start the review from a clear webhook request.
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.
- 3Tell Notis which opportunity and campaign results to review and what the note should cover.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one opportunity and verify the note is attached correctly.
Questions about this workflow
Does Benchmark email provide an opportunity trigger?
No. The Notis webhook starts the workflow. The request should identify the opportunity or supply information Notis can use to locate it.
Can the note recommend a deal action?
Yes, ask Notis to include a suggested next step when the campaign evidence supports one. Treat that as a recommendation for the Salesforce team to review.
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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