Bring email campaign results into Salesforce
Spend less time switching between campaign reports and Salesforce. Have Notis summarize Benchmark email results and save the useful context as a note.
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
Campaign results live in one place while the people and opportunities tied to them live somewhere else.
- Keep campaign context near related Salesforce records.
- Make campaign review easier with a concise summary.
- Reduce manual copy and paste between tools.
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 campaign results you want summarized and where the note should be attached.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real campaign and confirm the note is useful.
Questions about this workflow
Does Benchmark email start this workflow automatically?
No. Benchmark email has no trigger events in this setup. The recurring schedule starts the automation, and Notis can review available campaign results.
What if there is no Salesforce record ID for a campaign?
Include the Salesforce record ID or clear attachment instructions in the prompt. Notis needs a valid record to attach a note.
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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