Review Salesforce accounts alongside Bigmailer activity
See which accounts may need attention without manually cross-checking two tools.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Account reviews take extra time when email campaign context and Salesforce account records have to be compared by hand.
- Bring relevant account records into a focused review
- Use campaign context you provide or make available to the automation
- Spot records that may need follow-up
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 context to use and how to search and summarize relevant Salesforce accounts.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review example and confirm the account results are relevant.
Questions about this workflow
Can the schedule automatically retrieve Bigmailer activity?
This package uses a Notis schedule trigger, while Bigmailer exposes no trigger events here. Provide the relevant campaign or activity context in the instruction or automation inputs.
What does the workflow change in Salesforce?
Nothing. It uses Salesforce account listing to find records and provide a review.
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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