Bring account context into social campaign planning
Review the accounts connected to your launch plans so your social work stays relevant to sales priorities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Social plans can be made without current account context when teams have to search the CRM one company at a time.
- Gather relevant accounts for campaign planning.
- Keep account context close to social launch discussions.
- Reduce manual CRM searches.
Setup
Build it in a few focused steps.
- 1Connect BulkPublish and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to list Salesforce accounts matching the company names or criteria you provide and summarize their relevant details.
- 4Choose a recurring Notis schedule before campaign planning.
- 5Choose a report channel, then test with a known account.
Questions about this workflow
Will this find accounts based on BulkPublish analytics?
No BulkPublish trigger events or analytics actions are listed. Provide account names or criteria that Salesforce can match.
Can I use this before each planning cycle?
Yes. Set the recurring Notis schedule to match your planning routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BulkPublish to Salesforce. A trigger fires from one place; an action lands in another.
BulkPublish 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.
BulkPublish and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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