Turn Bigmailer signals into Salesforce follow-up tasks
Capture the follow-up while the email context is still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Follow-up intentions are easily lost when someone has to switch tools and manually create a task.
- Create a task when a Bigmailer event calls for human follow-up
- Attach the task to a matched Salesforce record
- Keep event context in the task details when provided
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, state which Bigmailer events need follow-up, how to match the Salesforce record, and what task context to include.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real event and confirm the task is linked to the intended record.
Questions about this workflow
Can Notis decide which events need a task?
Yes, if you describe the criteria using information present in the webhook or supplied by you. If the event lacks that context, have the workflow report it for review.
Can the task be linked to a lead or contact?
The action creates Salesforce tasks related to records. Tell Notis which record types to match and require review when it cannot confidently identify the right record.
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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