Keep Bing query trends connected to ongoing work
Have Notis summarize query changes against a period you provide and save the findings where your team tracks the work.
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
Query trends are easy to miss when teams review each report in isolation without a durable record of what changed.
- Summarizes query changes against a comparison you specify
- Keeps the resulting insight in a Salesforce note
- Makes recurring review findings available to the team
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, specify the Bing query data and comparison period to review, then ask Notis to save the notable changes in a Salesforce note on a chosen record.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real comparison and verify the note distinguishes data from interpretation.
Questions about this workflow
Will it compare against any period automatically?
State the comparison period or provide a baseline. Notis should not assume unavailable historical data.
Can I attach it to a Salesforce account?
Yes, if you identify the intended account record clearly in your instruction.
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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