Prepare campaign reviews with customer context
Bring campaign records and relevant customer details together before deciding who needs a campaign follow-up.
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
Campaign planning can require piecing together customer information from disconnected tools.
- Review campaign records on a recurring schedule.
- Include customer details available in Ascora.
- Make planning decisions with clearer context.
Setup
Build it in a few focused steps.
- 1Connect Ascora and Salesforce in the Notis portal once.
- 2Create an automation in Automations, New Automation, and name it for campaign review.
- 3Tell Notis to list Salesforce campaigns and summarize relevant Ascora customer context available through connected access for planning review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real campaign review and confirm the summary is useful.
Questions about this workflow
Will this add contacts or leads to campaigns?
No. This workflow lists campaigns and prepares a review. Adding campaign members would require a separate action and identified records.
Can it determine campaign success?
Only if the connected records provide the relevant results or metrics. Otherwise, the report should avoid drawing a performance conclusion.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ascora to Salesforce. A trigger fires from one place; an action lands in another.
Ascora 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.
Ascora and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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