Add qualifying contacts to campaigns as signals emerge
Notis can check a defined source through Apiverve on a schedule and enroll an existing contact in the specified Salesforce campaign when your criteria are met.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 enrollment often lags behind new research because contacts are reviewed and added in separate steps.
- Keep campaign membership aligned to stated criteria
- Reduce recurring manual list review
- Turn relevant signals into campaign action
Setup
Build it in a few focused steps.
- 1Connect Apiverve and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the source, eligibility rule, and campaign enrollment outcome.
- 4Choose a recurring schedule and a report channel.
- 5Test with one real contact and campaign.
Questions about this workflow
Does it create contact records?
No. It enrolls existing contacts. Provide a valid contact and campaign reference or clear criteria to identify them.
How should repeat runs avoid redundant work?
Specify that Notis should check current campaign membership before adding a contact, using available Salesforce data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apiverve to Salesforce. A trigger fires from one place; an action lands in another.
Apiverve 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.
Apiverve and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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