Move eligible prospects from AnyDB into a Salesforce campaign
Send an eligible prospect record to Notis and add its Salesforce lead to the campaign identified in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Campaign enrollment often becomes a separate manual step after a prospect has already been reviewed.
- Enroll an existing Salesforce lead in a campaign.
- Use eligibility context from the submitted AnyDB record.
- Keep campaign enrollment tied to a deliberate submission.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Salesforce once in the Notis portal.
- 2Create an automation for campaign enrollment.
- 3Tell Notis to add the existing Salesforce lead to the specified campaign only when the record indicates eligibility.
- 4Pick the webhook trigger and choose a report channel.
- 5Test with one eligible record and valid Salesforce lead and campaign references.
Questions about this workflow
Does this create a Salesforce lead?
No. It adds an existing lead to a campaign. Create the lead first or use a separate lead creation workflow.
What references must the request include?
The workflow needs valid Salesforce lead and campaign references. Include them in the webhook request or in the related AnyDB records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Salesforce. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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