Respond to opportunity changes with a campaign ready to review
Keep sales communication moving when an opportunity changes. Notis can prepare a Bigmailer campaign using details returned by Salesforce.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Important opportunity changes can be buried in CRM updates, leaving follow-up to memory.
- Use opportunity changes as a prompt to prepare sales communication.
- Reduce the effort of starting a campaign after a CRM update.
- Keep campaign creation tied to available opportunity context.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bigmailer once through the Notis portal.
- 2Create a new automation, or tell Notis the outcome you want from any channel.
- 3In one instruction, ask Notis to prepare a Bigmailer transactional campaign when an opportunity is created or updated, using your approved copy and available opportunity details.
- 4Choose New or Updated Opportunity as the trigger, set a report channel, and test with a real opportunity.
Questions about this workflow
Can the workflow identify a specific opportunity stage?
The event is for new or updated opportunities. Ask Notis to use returned details, and supply any required stage rules or copy in your instruction.
Will it update the opportunity after creating a campaign?
No. This package uses the Bigmailer campaign creation action only.
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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