Connect parsed contact interest to Salesforce campaigns
Keep campaign engagement current when parsed documents identify a contact and a campaign.
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
Campaign engagement can be left unrecorded when contact interest arrives in documents that require manual CRM updates.
- Record campaign engagement for an existing Salesforce contact.
- Reduce manual CRM updates after parsed intake.
- Keep campaign participation visible to the team.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to add the existing Salesforce contact identified by the parsed data to the specified campaign.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real parsed contact and valid Salesforce contact and campaign references.
Questions about this workflow
Does this create a new contact?
No. This action adds an existing contact to a campaign. Create the contact separately if it does not already exist.
What references are needed?
The automation needs valid Salesforce references for the contact and campaign.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Salesforce. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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