Start a Classmarker cohort when a Salesforce account is created
Give each newly created customer account a training group ready for learner organization.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Create Group
Tool to create a new group. Use when you need to organize users into a specific group after planning your user structure.
Why this helps
Setting up customer training cohorts by hand creates another onboarding task to remember.
- Create an organizing group as account onboarding begins.
- Reduce manual setup for customer training cohorts.
- Get a run report that helps spot duplicate or failed group creation.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Classmarker once in the Notis portal.
- 2Create a new automation in the portal or tell Notis from any channel.
- 3In one instruction, tell Notis what group to create for a new account and how to name it using available account details.
- 4Choose Account Created or Updated and specify in your instruction that only newly created accounts should lead to group creation.
- 5Choose where run reports should go, then test with one real account creation.
Questions about this workflow
The trigger includes account updates. How do I avoid creating groups on every update?
State clearly in your instruction that group creation is only for newly created accounts. Test the automation with a real example and review its report.
Can the workflow add users to the new group?
This workflow uses the Create Group action. Adding or assigning users is not included in that action.
What if a group already exists for the account?
The listed trigger and action do not establish a duplicate check. Define the expected naming and review the run report; do not assume duplicate prevention.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Classmarker. A trigger fires from one place; an action lands in another.
Salesforce triggers
Classmarker actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Access List Item
Tool to add one or more access codes to an access list. Use after obtaining a valid access_list_id to grant exam access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a new question category
Tool to create a new question category. Use after confirming the parent category ID.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Group
Tool to create a new group. Use when you need to organize users into a specific group after planning your user structure.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Question
Tool to create a new question with specified text, type, and category. Use after finalizing details. Set verify_only=True to validate without creating.
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.
Create ClassMarker User
Tool to create a new user in ClassMarker. Use after gathering user details to provision accounts. Provide user info and optional group assignments. Returns the complete API response.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Access List Item
Tool to delete one or more codes from an access list. Use after confirming the list exists.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete API Key
Tool to delete an API key by its ID. Use when you need to revoke an API key immediately.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete Group
Tool to delete a group by its ID. Use when you need to remove a group from ClassMarker.
Connect any two apps with Notis in the middle.
Salesforce and Classmarker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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