Turn Bigmailer engagement into Salesforce campaign membership
Keep campaign follow-up connected to the email activity that sparked it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Engaged subscribers can be easy to miss when Bigmailer activity and Salesforce campaign lists live in separate workflows.
- Route interested leads into the relevant Salesforce campaign
- Check for an existing campaign membership before adding
- Reduce manual copy and follow-up work
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, tell Notis how to identify engaged subscribers, match Salesforce leads, and add only missing campaign members.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real engagement example and review the result.
Questions about this workflow
What information should the webhook include?
Include enough Bigmailer activity and subscriber identity information for Notis to determine the campaign and match a Salesforce lead. If the payload does not contain a reliable match, have Notis report it for review.
Will this create a Salesforce lead?
No. This workflow adds an existing Salesforce lead to a campaign. Lead creation would require a separate action and a reliable source for required lead details.
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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