Turn completed follow-ups into timely list updates
When a Salesforce follow-up task is completed, Notis can check the available associated contact details and add an eligible contact to your chosen list.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Add Contact to List
Tool to add a new contact to a specific list. use after verifying the list id exists.
Why this helps
A completed follow-up can leave the next admin step undone, so someone has to remember to update the email list later.
- Tie a list update to a completed follow-up task.
- Avoid adding records that lack the details named in your instruction.
- Review completed runs and contacts that need attention.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Benchmark Email once in the Notis portal.
- 2Create an automation by naming it and describing the outcome in plain language.
- 3Choose Task Created or Completed and ask Notis to act only when a task is completed and its associated contact meets your stated criteria.
- 4Choose where run reports go, then test with one real completed Salesforce task.
Questions about this workflow
Can this add a contact for every completed task?
The instruction can limit the action to completed tasks whose associated contact meets the criteria you name. The trigger supports optional filtering by task status or subject, but setup should use only the available trigger options.
What if the task payload does not include the associated contact's email?
Ask Notis to report the run for review when the email or other required details are unavailable. The workflow cannot supply missing Salesforce data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Benchmark email. A trigger fires from one place; an action lands in another.
Salesforce triggers
Benchmark email actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Contact List
Tool to delete a contact list. use after confirming that the list is no longer in use.
Account Created or Updated
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Delete Email Campaign
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Contact Updated
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Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Delete Webhook
Tool to delete a webhook from a contact list by its id. use when removing obsolete or invalid webhooks after confirming list and webhook details.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get All Confirmed Emails
Tool to retrieve all confirmed email addresses for the client account. use after user completes email confirmation flows to fetch final list.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get Client Account Settings
Tool to get client account settings such as company, language, timezone, and sender info. use when you need to fetch account configuration before sending campaigns.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get client details
Tool to get client details including profile data, contact count, and plan information. use when verifying account profile and limits.
Connect any two apps with Notis in the middle.
Salesforce and Benchmark email, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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