Keep newsletter engagement with account context
Give account reviews a little more context by adding a short summary of relevant newsletter engagement to Salesforce.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Account reviews can miss useful email engagement when newsletter results stay separate from Salesforce.
- Bring relevant email engagement into account reviews.
- Keep notes concise and readable.
- Reduce the effort of checking multiple tools before a conversation.
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 which accounts and newsletter results to review, and how to attach the summary note.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one account and one newsletter example.
Questions about this workflow
How does Notis know which account to update?
Describe the account selection clearly or provide account identifiers. Notis can use available Salesforce account data and Benchmark email results, but ambiguous matches need human review.
Does this track email activity over time?
The note can summarize the results available for the review. A historical comparison requires Benchmark email to provide the history or you to specify a baseline.
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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