Turn qualified Bigmailer subscribers into Salesforce leads
Give promising subscribers a clear place in your sales follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Potential prospects can remain only in an email platform when no one has time to enter them in Salesforce.
- Create a lead when the subscriber meets your stated criteria
- Check for an existing lead before creating a duplicate
- Surface incomplete records for review
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, describe which subscribers qualify, how to check for an existing lead, and what to do if required lead details are missing.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real subscriber example and review the created or skipped result.
Questions about this workflow
What details are required to create a Salesforce lead?
Salesforce requires lead details such as last name and company in the standard lead flow. Ensure the webhook provides required information or instruct Notis to report incomplete cases for review.
Should every subscriber become a lead?
No. State a clear qualification rule in your instruction, such as a specific Bigmailer list or an engagement condition, and have Notis skip subscribers outside it.
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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