Add verified Authyo contacts to the right campaign
When a verified customer should join an outreach campaign, make the step easier to track. Notis can add the supplied Salesforce contact to the campaign you specify.
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 enrollment can become a separate manual task after a customer has already completed verification.
- Reduce manual campaign enrollment work.
- Use verification request context to decide when outreach applies.
- Keep campaign engagement tracked in Salesforce.
Setup
Build it in a few focused steps.
- 1Connect Authyo and Salesforce once in the Notis portal.
- 2Create an automation and describe which verified contacts should join which campaign.
- 3Pick the Notis webhook trigger for incoming Authyo verification data.
- 4Choose where run reports should go.
- 5Test with one real request containing valid Salesforce contact and campaign IDs.
Questions about this workflow
Does this create a contact if the person is new?
No. The campaign action adds an existing contact to a campaign. The request must identify a valid contact and campaign.
Can it decide which campaign is appropriate?
Tell Notis the selection criteria and provide any required campaign identifier or relevant data. It cannot infer missing outreach 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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