Start Account-Specific Outreach With a Doppler List
For accounts that need their own audience, Notis can create a Doppler list when Salesforce records the account.
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 List
Tool to create a new subscriber list for a specified account. use when you need to segment contacts into a new list.
Why this helps
Creating and naming a new marketing list can be an easy setup task to defer until outreach is already due.
- Create a list at the start of account work
- Set its purpose in a plain-language instruction
- Avoid a separate manual list setup task
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Doppler once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe when an account deserves its own list and the list details to create in one instruction.
- 4Pick the Salesforce Account Created or Updated trigger and choose where run reports go.
- 5Test with one real account and verify the created list.
Questions about this workflow
Will this create a list for every account update?
The trigger fires for account creation and updates. Describe the conditions for creating a list and test them with a real example.
Can the workflow populate the list with subscribers?
This action creates a list. Adding subscribers requires a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Doppler marketing automation. A trigger fires from one place; an action lands in another.
Salesforce triggers
Doppler marketing automation actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Subscriber
Tool to add a new subscriber to a specific list for a specified account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Tool to create a new subscriber list for a specified account. use when you need to segment contacts into a new list.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete List
Tool to delete a specific subscriber list by its id. use when permanently removing a list after confirming its no longer needed.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Campaigns
Tool to retrieve all campaigns associated with the specified account. use after confirming the accountname to fetch campaigns.
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.
Get List
Tool to retrieve details of a specific subscriber list by its id. use when you need to fetch metadata of an existing list.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Lists
Tool to retrieve all lists associated with a specified doppler account. use when you need an overview of all mailing lists. example: "retrieve lists for account partnerships@composio.dev"
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get Removed Subscribers
Tool to retrieve subscribers removed from all lists. use when you need to audit unsubscribes within a date range.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Subscriber
Tool to retrieve details of a specific subscriber by their email. use when you need to fetch subscriber information for a given account.
Connect any two apps with Notis in the middle.
Salesforce and Doppler marketing automation, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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