Turn campaign briefs into Salesforce campaigns
Start with a campaign brief in text or submitted audio. Notis can analyze its content and create a Salesforce campaign when the necessary details are clear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
Campaign setup gets delayed when launch details remain in planning notes instead of Salesforce.
- Move clear campaign plans into Salesforce sooner.
- Keep missing or uncertain details visible for review.
- Reduce manual re-entry from campaign briefs.
Setup
Build it in a few focused steps.
- 1Connect Astica AI and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to analyze the submitted campaign brief and create a Salesforce campaign using only clear, supported details, reporting any missing requirements.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real campaign brief and inspect the campaign record.
Questions about this workflow
Does the workflow enroll leads or contacts in the campaign?
No. This workflow creates a campaign. Adding a lead or contact to a campaign is a separate Salesforce action.
What if the brief omits a required campaign detail?
Tell Notis to report the missing detail for review rather than inventing a value.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Astica ai to Salesforce. A trigger fires from one place; an action lands in another.
Astica ai 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.
Astica ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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