Turn completed Salesforce tasks into campaign follow-up
After a sales task is completed, give the next communication a head start with a Bigmailer campaign prepared by Notis.
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
Create Transactional Campaign
This tool creates a new transactional campaign within a specified brand in bigmailer. it allows users to programmatically create new transactional campaigns by using the provided parameters (brandid, name, subject, fromname, fromemail, htmlcontent, etc.). the api endpoint returns details such as campaignid, name, status, and created at when a campaign is successfully created.
Why this helps
The next step after a completed call or task can disappear among other follow-ups.
- Start follow-up when Salesforce marks a task complete.
- Use task information returned by the trigger to guide campaign preparation.
- Keep the next communication visible for review.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bigmailer once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the outcome in plain language from any channel.
- 3Ask Notis to prepare a Bigmailer campaign when a Salesforce task is completed, following your approved follow-up guidance.
- 4Select Task Created or Completed, choose the run report channel, and test with one real completed task.
Questions about this workflow
Can this run for only certain task subjects?
The trigger supports optional filtering by task status or subject. Pick the trigger and its available options; do not create field mappings.
Does task completion prove a customer is ready for a campaign?
No. Define your follow-up criteria and approved messaging in the instruction, and review the resulting campaign before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Bigmailer. A trigger fires from one place; an action lands in another.
Salesforce triggers
Bigmailer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Transactional Campaign
This tool creates a new transactional campaign within a specified brand in bigmailer. it allows users to programmatically create new transactional campaigns by using the provided parameters (brandid, name, subject, fromname, fromemail, htmlcontent, etc.). the api endpoint returns details such as campaignid, name, status, and created at when a campaign is successfully created.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Information
This tool retrieves information about the authenticated user in bigmailer using the get /me endpoint. it requires only authentication and no additional parameters, making it ideal for verifying api connectivity and retrieving essential user details.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
List All Brands
This tool retrieves a list of all brands associated with the authenticated bigmailer account. it allows users to view and manage their brands. the operation is executed via a simple get request to the /brands endpoint and requires proper authentication using the x-api-key header. the response is a json array containing information such as brand id, brand name, and other related details.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Bigmailer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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