Bring Salesforce campaign notes into ad planning
Use the context already captured in Salesforce notes to prepare a more informed creative planning session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List notes
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Useful campaign decisions can be buried in notes and missed when it is time to plan new creative.
- Surface relevant note context on a recurring schedule.
- Carry recorded decisions into creative planning.
- Reduce manual note searching before campaign 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 notes matching criteria you provide and prepare Adrapid planning material from the returned content.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with criteria that return a small set of relevant notes.
Questions about this workflow
Can it summarize notes that are not returned?
No. The summary can only use notes returned by the Salesforce list action.
What criteria should I use?
Use criteria that select notes relevant to your campaign planning, such as a known parent record or other supported query conditions.
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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