Turn completed Salesforce tasks into EmailOctopus unsubscribe actions
Make a clear unsubscribe request in a completed task easier to act on promptly.
Trigger
Task Created or Completed
Triggers when a task is created or its status changes to Completed.
Action
Unsubscribe Contact
Unsubscribes a contact from a mailing list while keeping their record.
Why this helps
A contact's unsubscribe request can be missed when it is recorded in a CRM task and handled later by hand.
- Bring clearly stated unsubscribe outcomes into the email list workflow.
- Reduce manual review and follow-up for recorded requests.
- Require a clear contact and unsubscribe intent before acting.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and EmailOctopus once in the Notis portal.
- 2Create an automation that unsubscribes a contact only when a completed task clearly records that request and identifies the relevant list.
- 3Pick the Salesforce Task Created or Completed trigger and choose a report destination.
- 4Specify any useful task Status or Subject filter in the trigger setup and ask Notis to report unclear cases.
- 5Test with one real completed task that documents an unsubscribe request.
Questions about this workflow
What starts this workflow?
The Salesforce Task Created or Completed event can trigger on task creation or when task status changes to Completed, with optional filtering by Status or Subject.
Will every completed task unsubscribe someone?
No. Instruct Notis to act only when the task clearly states an unsubscribe request and identifies the contact and list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Emailoctopus. A trigger fires from one place; an action lands in another.
Salesforce triggers
Emailoctopus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Add a new contact to a mailing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Create a mailing list to organize email contacts.
Account Created or Updated
Triggers when an account is created or updated.
Create Field
Creates a custom field on a mailing list.
Contact Updated
Triggers when an existing contact is modified and includes changed fields.
Delete Contact
Permanently delete a contact and its list data; this cannot be undone.
Record Updated (Generic SObject)
Triggers when monitored fields change on a specified record type.
Delete List
Delete a mailing list and all its contacts permanently; this cannot be undone.
New Contact Trigger
Triggers when a new contact is created.
Create Tag
Creates a tag on a mailing list for contact organization.
New Lead Trigger
Triggers when a new lead is created.
Get All Lists
Retrieve all mailing lists in the account.
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Get Recent Campaigns
Retrieves recent campaigns from your EmailOctopus account.
Connect any two apps with Notis in the middle.
Salesforce and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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