Enroll eligible verified contacts in campaigns
Use contact-quality criteria to decide which existing contacts are ready for campaign engagement.
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 lists can accumulate contacts whose current email or phone quality has not been reviewed.
- Enroll existing contacts based on stated validation criteria.
- Keep campaign preparation tied to contact quality checks.
- Reduce manual list review.
Setup
Build it in a few focused steps.
- 1Connect ApexVerify and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis when a result qualifies and to add the referenced contact to the specified Salesforce campaign.
- 4Pick the webhook trigger and select where run reports go.
- 5Test with one existing contact, a valid campaign ID, and a qualifying result.
Questions about this workflow
Does this create the contact?
No. The action adds an existing contact to a campaign. Include valid contact and campaign references.
Can leads be enrolled too?
Use the separate Salesforce action for adding leads to campaigns when the referenced record is a lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ApexVerify to Salesforce. A trigger fires from one place; an action lands in another.
ApexVerify 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.
ApexVerify and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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