Create campaign preparation from the Salesforce records you monitor
For records beyond accounts, contacts, and opportunities, use Salesforce's generic update trigger to start campaign preparation in Bigmailer.
Trigger
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.
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
Useful updates across Salesforce record types can be hard to notice and turn into timely communication.
- Use the generic record trigger for a chosen Salesforce SObject.
- Have Notis interpret returned record details in your instruction.
- Prepare campaigns in response to monitored record changes.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bigmailer once in the Notis portal.
- 2Create an automation by naming it and describing the intended outcome in one instruction.
- 3Ask Notis to prepare a Bigmailer campaign when the chosen Salesforce record changes, and specify the SObject and useful returned details in the trigger setup.
- 4Choose Record Updated (Generic SObject), select a report channel, and test with one real record change.
Questions about this workflow
What can the generic trigger monitor?
It can monitor fields on a Salesforce SObject you specify and return field values in the payload. SystemModstamp detects changes.
Does this automatically configure campaign rules for every record type?
No. Specify the SObject and communication guidance as part of your setup and instruction.
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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