Bring credential leads into the right campaign
Route an incoming certificate recipient lead into a Salesforce campaign with a clear instruction for Notis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Leads connected to a credential may be missed by the campaign your team uses to organize related outreach.
- Keep relevant leads grouped in a Salesforce campaign.
- Track campaign engagement for certificate-related leads.
- Reduce the manual steps between credential activity and campaign organization.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the campaign outcome.
- 3Tell Notis in one instruction which Salesforce campaign to use and how to identify the lead from the incoming request.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real request and verify the lead's campaign membership.
Questions about this workflow
Does this action add a contact or a lead?
This workflow uses the Salesforce action for adding a lead to a campaign. A recipient who is represented as a contact needs a contact campaign workflow instead.
How does Notis know which campaign to use?
Name the campaign or provide identifying context in your instruction. The campaign must exist in Salesforce.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Salesforce. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Accredible certificates and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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