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Notis

Keep campaign landing page checks with the Salesforce campaign context

Review the Bing status of campaign URLs when a webhook arrives and keep the findings beside the related Salesforce record.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create note

Creates a new note attached to a salesforce record with the specified title and content.

Why this helps

Landing page checks often happen separately from campaign tracking, leaving teams to reconstruct what was reviewed.

  • Keeps campaign URL findings in Salesforce
  • Starts the review from an HTTP request
  • Records only available Bing evidence and supplied campaign context

Setup

Build it in a few focused steps.

  • 1Connect Bing Webmaster Tools and Salesforce once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
  • 3In one instruction, identify the campaign URLs and Salesforce record, then ask Notis to save a concise Bing review as a note.
  • 4Choose a webhook as the trigger and select where run reports should go.
  • 5Send one real campaign example and verify the note is attached to the chosen record.

Questions about this workflow

How does the automation know the campaign URLs?

Include them in the instruction or in the webhook request, or make sure they are otherwise available to the automation.

Does it update campaign settings?

No. The selected action creates a Salesforce note with review findings.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Bing Webmaster Tools to Salesforce. A trigger fires from one place; an action lands in another.

Bing Webmaster Tools triggers

Salesforce actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Bing Webmaster Tools and Salesforce, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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