Add selected contacts to Salesforce campaigns
Carry a campaign selection from ApptiveGrid into Salesforce campaign membership.
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 selections can be forgotten between a planning database and the CRM where engagement is tracked.
- Reduce manual campaign enrollment
- Keep campaign membership aligned with supplied selections
- Avoid guessing contact or campaign identities
Setup
Build it in a few focused steps.
- 1Connect ApptiveGrid and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Ask Notis in one instruction to add the referenced contact to the specified campaign for each incoming selection record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real selection record containing valid Salesforce contact and campaign references.
Questions about this workflow
What must the record identify?
It needs to identify both an existing Salesforce contact and the intended Salesforce campaign.
Can this enroll a lead instead?
This workflow uses the contact campaign action. A lead requires a different campaign action and an existing lead reference.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ApptiveGrid to Salesforce. A trigger fires from one place; an action lands in another.
ApptiveGrid 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.
ApptiveGrid and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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