Turn new Salesforce leads into ready-to-review Bigmailer campaigns
A new lead should not wait in Salesforce while you draft the next step. Have Notis prepare a Bigmailer campaign when a lead is created.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
New leads can sit without a timely welcome while you switch between CRM and email tools.
- Prepare a campaign as soon as a lead is created.
- Keep lead follow-up moving without switching apps to start a draft.
- Review and send the campaign through your Bigmailer process.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bigmailer once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to create a Bigmailer welcome campaign when a Salesforce lead is created, using only available lead details and your approved message content.
- 4Pick the New Lead Trigger, choose a report channel, and test with one real lead.
Questions about this workflow
Does this send the campaign automatically?
The action creates a transactional campaign in Bigmailer. Review and send it using your Bigmailer process.
Can Notis fill in message content from the lead?
Notis can use details the trigger returns. Provide approved campaign copy and any required brand or sender information in your instruction if those are not available.
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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