Review social launch campaigns on a regular schedule
Gather campaign records tied to your social planning so the next launch review starts with the right context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List campaigns
Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Campaign planning and Salesforce tracking can drift when records are only checked during last-minute launch prep.
- Create a predictable campaign review checkpoint.
- Gather matching campaign records in one report.
- Support more organized launch planning.
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 campaigns matching the names or criteria you supply and summarize key details.
- 4Choose a recurring Notis schedule for campaign planning.
- 5Choose a report channel, then test with a known campaign.
Questions about this workflow
Will it read the BulkPublish calendar?
No BulkPublish trigger events are listed. This action lists Salesforce campaigns, and the prompt should include the planning criteria.
Can it cover several campaign names?
Yes. Provide the names or criteria in the instruction so Notis can find the relevant Salesforce campaign records.
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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