Enroll qualified Authyo leads in a Salesforce campaign
Give qualified prospects a clear path into outreach. Notis can add an existing Salesforce lead to the campaign your rules specify when an Authyo request comes in.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Qualified leads can miss timely campaign follow-up when enrollment requires another manual step.
- Reduce manual steps from qualification to outreach.
- Keep campaign activity tracked in Salesforce.
- Apply criteria consistently to incoming requests.
Setup
Build it in a few focused steps.
- 1Connect Authyo and Salesforce once in the Notis portal.
- 2Create an automation and describe which incoming requests qualify a lead for campaign enrollment.
- 3Pick the Notis webhook trigger for Authyo request data.
- 4Choose where run reports should go.
- 5Test with one real request containing valid Salesforce lead and campaign IDs.
Questions about this workflow
Does this create the Salesforce lead?
No. It adds an existing lead to a campaign. A valid Salesforce lead ID and campaign ID are needed.
Where do qualification rules come from?
Include them in your instruction and base them on request data or Salesforce fields that are available. Notis cannot infer missing qualification rules.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Authyo to Salesforce. A trigger fires from one place; an action lands in another.
Authyo 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.
Authyo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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