Plan campaigns with current weather context
See your campaign plan alongside current weather information, so you can focus on the campaigns whose timing or logistics deserve a closer look.
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
Weather can affect campaign timing and logistics, while campaign planning and forecast checks often happen in separate routines.
- Review campaigns with current weather context
- Focus planning attention using criteria you provide
- Keep the review in a recurring run report
Setup
Build it in a few focused steps.
- 1Connect Ambee and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, then name it and describe the outcome.
- 3In one instruction, ask Notis to list Salesforce campaigns that match your criteria and summarize relevant Ambee weather information for planning.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real campaign and provide location or date context if available.
Questions about this workflow
Can this workflow determine a campaign's location and dates?
Only if those details are available in the campaign data or provided in your instruction. The context does not specify automatic matching between Salesforce campaigns and Ambee weather.
Does the workflow change campaign records?
No. It lists campaigns and prepares a planning review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ambee to Salesforce. A trigger fires from one place; an action lands in another.
Ambee 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.
Ambee and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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