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Notis

Keep New Salesforce Leads Connected to Doppler

New lead created? Notis can add the subscriber to your chosen Doppler list so your team can focus on the next conversation.

Trigger

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

Action

Add Subscriber

Tool to add a new subscriber to a specific list for a specified account.

Why this helps

Copying new leads into marketing lists creates busywork and delays outreach.

  • Reduce manual lead exports
  • Keep new lead outreach moving
  • Choose the destination list in your instruction

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 new leads to add and name the Doppler list in one instruction.
  • 4Pick the Salesforce New Lead trigger and choose where run reports go.
  • 5Test with one real lead.

Questions about this workflow

Which Salesforce event starts this workflow?

The New Lead Trigger starts it when a new Lead is created in Salesforce.

Can I choose which Doppler list receives leads?

Yes. Name the existing destination list in your instruction. This workflow uses Doppler Add Subscriber.

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.

TriggerScheduled

Add Subscriber

Tool to add a new subscriber to a specific list for a specified account.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create List

Tool to create a new subscriber list for a specified account. use when you need to segment contacts into a new list.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Delete List

Tool to delete a specific subscriber list by its id. use when permanently removing a list after confirming its no longer needed.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Get Campaigns

Tool to retrieve all campaigns associated with the specified account. use after confirming the accountname to fetch campaigns.

ActionInstant

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.

TriggerPolling

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.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

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"

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Get Removed Subscribers

Tool to retrieve subscribers removed from all lists. use when you need to audit unsubscribes within a date range.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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.

ActionInstant

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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No card. Works with personal or business Doppler marketing automation.