Keep Bigmailer engagement context with Salesforce records
Leave the next person enough context to pick up the conversation.
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
Email activity and its surrounding context are easy to forget by the time someone opens a Salesforce record.
- Preserve relevant event details alongside the Salesforce record
- Reduce repeated research before follow-up
- Skip or flag events without a reliable record match
Setup
Build it in a few focused steps.
- 1Connect Bigmailer and Salesforce once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3In one instruction, specify which event context to keep, how to match the Salesforce record, and what to do when the match is uncertain.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real event and verify the note is attached to the correct record.
Questions about this workflow
What can go into the note?
Tell Notis to include relevant details present in the event, such as subscriber identity, campaign, and engagement context. Avoid asking it to infer history that neither app provides.
Can a note be attached to any Salesforce record?
Use a valid Salesforce record match supported by the note action. Instruct Notis to flag events when the record cannot be identified confidently.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigmailer to Salesforce. A trigger fires from one place; an action lands in another.
Bigmailer 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.
Bigmailer and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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