Keep campaign creative planning aligned with Salesforce
Use current campaign details as a starting point for the next Adrapid creative planning session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List campaigns
Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Campaign planning can drift when creative work starts from stale or incomplete campaign context.
- Review campaigns using criteria you define.
- Base planning on campaign information available in Salesforce.
- Reduce repeated CRM lookups before creative work.
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 list campaigns matching your supplied criteria and prepare Adrapid planning material from returned details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a limited campaign set and review the planning material.
Questions about this workflow
Can the workflow know what creative is missing?
Only if the needed campaign fields are available or you provide criteria that make the gap clear.
Does it publish or launch ads?
No. It prepares planning material in Adrapid based on campaign information.
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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