Find the Salesforce email templates your campaigns still need
Catch template gaps before campaign work is blocked. Notis can compare the Salesforce templates available to your team with campaign plans or naming criteria you supply from Bika.ai.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List email templates
Lists available email templates in salesforce with filtering and search capabilities.
Why this helps
Campaigns can be ready to launch while the needed Salesforce email template is missing or hard to identify.
- Surface template gaps before launch.
- Compare available templates with a supplied campaign plan.
- Reduce last-minute searching through template libraries.
Setup
Build it in a few focused steps.
- 1Connect Bika.ai and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the template check.
- 3In one instruction, describe the Salesforce templates to review, the Bika.ai campaign requirements, and how to report missing matches.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with a real campaign plan and confirm the report against available templates.
Questions about this workflow
Can the workflow create or edit templates?
No. It uses the list email templates action to review available templates and reports matches or gaps.
How does it know which templates a campaign needs?
Provide campaign needs, naming rules, or references from Bika.ai. Notis cannot infer a plan that was not supplied.
What if there are several possible matches?
Tell Notis to report ambiguous matches for a person to decide, rather than selecting one without clear criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bika.ai to Salesforce. A trigger fires from one place; an action lands in another.
Bika.ai 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.
Bika.ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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