Record contact engagement after an ad response
Give the creative request and Salesforce campaign engagement one connected handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Teams can prepare campaign creative yet forget to record which existing contacts engaged with it.
- Add an existing contact to the relevant Salesforce campaign.
- Keep engagement records closer to campaign execution.
- Reduce repetitive Salesforce updates after responses.
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to prepare the requested Adrapid creative and add the specified existing contact to the specified campaign.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a real Salesforce contact id and campaign id.
Questions about this workflow
Does this create a contact?
No. It adds an existing contact to an existing campaign. Supply valid ids for both.
Can I use this for lead responses too?
This workflow is for contacts. Use the Salesforce add lead to campaign action for an existing lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Salesforce. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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