Prepare contact follow-up when Salesforce details change
Contact records change as relationships develop. Use those updates to prompt a relevant Bigmailer campaign for review.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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
Updated contact details may matter for the next message, but are easy to miss during busy workdays.
- React to updates on existing Salesforce contacts.
- Use changed fields and timestamps returned by the trigger.
- Keep a campaign draft ready for review in Bigmailer.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bigmailer once in the Notis portal.
- 2Create a new automation or tell Notis in plain language what outcome you want.
- 3In one instruction, ask Notis to prepare a Bigmailer campaign when a Salesforce contact is updated, using relevant returned changes and your approved copy.
- 4Choose Contact Updated, select a run report destination, and test with one real contact update.
Questions about this workflow
Does Salesforce report which fields changed?
The trigger emits changed fields alongside relevant timestamps.
Can Notis decide which changes matter?
Describe the changes that should guide a campaign in your instruction. The trigger does not imply your business rules.
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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