Put eligible new contacts on the right list
New contacts can reach the Benchmark Email list you name when their Salesforce record has the email and eligibility details you specify.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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
Adding contacts by hand creates busywork and makes it easy to overlook records that should reach a particular list.
- Reduce repetitive contact entry.
- Use a plain language instruction to describe eligibility and the destination list.
- Get a run report when a contact cannot be added with the available information.
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 New Contact Trigger and name the Benchmark Email list plus the eligibility details to check.
- 4Choose where run reports go, then test with one real Salesforce contact.
Questions about this workflow
Can this decide which list a contact belongs to?
You can describe the eligibility details and name the destination list in the instruction. If the Salesforce record does not include enough information to decide, ask Notis to report it for review.
Does this update existing Benchmark Email contacts?
The selected action adds a contact to a specific list. This workflow does not promise to update an existing contact's details.
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.
Delete Contact From List
Tool to delete a contact from a specific list by contactid. use when you have list and contact ids. example: "delete contact 2040826674 from list 15257899"
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
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete Email Campaign
Tool to delete an email campaign. use when removing a campaign by its id. use after confirming the campaign id is correct.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete Linked Agency Account
Tool to delete a linked agency account. use when revoking a linked agency account by its id. use after confirming the account id is correct.
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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No card. Works with personal or business Benchmark email.