Keep Classmarker access follow-up visible in Salesforce
Set a recurring review that turns lead records into a short access follow-up list, so test-taker onboarding does not slip through the cracks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
A founder can lose time checking leads one by one to remember who still needs assessment access or outreach.
- Surface leads needing an access-related next step.
- Get a concise review instead of scanning records manually.
- Keep the decision and follow-up grounded in Salesforce data.
Setup
Build it in a few focused steps.
- 1Connect Classmarker and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: review relevant leads for Classmarker access follow-up, summarize the evidence, and flag any missing information rather than guessing.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a real Salesforce lead review before relying on the recurring run.
Questions about this workflow
Does this grant Classmarker access automatically?
No. The available Salesforce actions do not manage Classmarker test-taker access. This workflow reviews Salesforce leads and reports follow-up candidates.
How does it know who needs access?
The automation can only assess fields and context returned from Salesforce. The organization must have a usable indicator or the prompt should ask Notis to flag uncertainty.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Classmarker to Salesforce. A trigger fires from one place; an action lands in another.
Classmarker 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.
Classmarker and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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