Carry Completed Salesforce Follow-Up Into Doppler
Once a follow-up task is complete, Notis can help prepare the eligible contact records and import them into your chosen Doppler list.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Import Subscribers
Tool to import multiple subscribers into a specific list in bulk. use when you need to add or update a batch of subscriber records after preparing the data.
Why this helps
Task completion can leave the next marketing step buried in a separate manual process.
- Turn a completed task into a defined next step
- Prepare a batch for the specified list
- Reduce manual subscriber entry
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 which completed tasks qualify, how to prepare the subscriber records, and the destination list in one instruction.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports go.
- 5Test with one real completed task and confirm the import result.
Questions about this workflow
Can this trigger filter to completed tasks?
The event fires for created tasks or when a task status changes to Completed. It supports optional filtering by task Status or Subject.
Does this import one contact or a batch?
Import Subscribers supports bulk import. The instruction should describe how Notis should prepare eligible records from the task context; confirm with a real example.
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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