Find the Salesforce templates that fit your campaign
Send a campaign brief to Notis and get a short list of Salesforce templates worth reviewing before the next send.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List email templates
Lists available email templates in salesforce with filtering and search capabilities.
Why this helps
Campaigns and templates live in separate tools, so finding the right starting point often turns into a manual search.
- Find relevant templates using a campaign brief
- Reduce time spent switching between campaign and CRM tools
- Surface deliverability or compatibility concerns for human review
Setup
Build it in a few focused steps.
- 1Connect Campaign Cleaner and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to compare the submitted campaign brief with Salesforce email templates and summarize likely matches and review concerns.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real campaign brief and confirm the report is useful.
Questions about this workflow
Does this automation edit Salesforce templates?
No. It lists templates and reports its findings; a person can make any needed edits.
What starts the automation?
An HTTP request to the Notis webhook starts it with a campaign brief or related campaign context.
Can it guarantee deliverability?
No. It can surface issues described by Campaign Cleaner, but deliverability depends on sending setup and recipient conditions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Campaign cleaner to Salesforce. A trigger fires from one place; an action lands in another.
Campaign cleaner 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.
Campaign cleaner and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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