Keep promising Bing queries attached to the work they inform
Capture notable search queries from Bing in Salesforce, where the relevant project or account context already lives.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Useful query insights often disappear into a report that is never reopened when planning content or customer work.
- Preserves notable queries and available performance details
- Links the review to a Salesforce record you identify
- Supports content or customer planning without copying a full report
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, ask Notis to identify notable Bing queries using criteria you provide and save a concise summary as a Salesforce note on a specified record.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real query review and verify the note's record and summary.
Questions about this workflow
Can Notis decide what counts as an opportunity?
Provide criteria such as query themes or thresholds. Notis can analyze returned data but should not assume an unstated business priority.
Does the note include every query?
Ask for a concise summary of the findings that meet your criteria; the workflow is intended to preserve useful findings rather than duplicate a full report.
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.
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.
Bing Webmaster Tools and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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