Keep known subscribers connected to their Salesforce accounts
Record a new BlueFox subscriber as a contact and keep the account relationship in view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
When a known customer subscribes, a disconnected email list can leave their CRM record incomplete.
- Create a contact from subscriber details
- Associate the contact with an existing Salesforce account when its ID is supplied
- Keep customer context with the CRM record
Setup
Build it in a few focused steps.
- 1Connect BlueFox Email and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe in one instruction how to create a contact and use a supplied existing Salesforce account ID when appropriate.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real signup request and verify the contact and account association.
Questions about this workflow
Can this create an account too?
This workflow uses the Salesforce create-contact action. It can use an existing account ID if supplied, but it does not create an account.
What should the request include?
Include the subscriber's available contact details and, when relevant, the ID of an existing Salesforce account. Salesforce requires a last name for a contact.
Does BlueFox Email provide a trigger for this?
No BlueFox trigger events are listed here. A webhook request starts the Notis automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BlueFox Email to Salesforce. A trigger fires from one place; an action lands in another.
BlueFox Email 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.
BlueFox Email and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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