Keep published post recaps with the Salesforce campaign
Give campaign collaborators a concise record of a post and the results Ayrshare can provide, attached to the campaign they are tracking.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Post details and campaign decisions can become disconnected when recaps are buried in a separate social tool.
- Store a post recap alongside the relevant campaign.
- Include only post details and performance data available from Ayrshare or the request.
- Make the date range and data gaps clear in the note.
Setup
Build it in a few focused steps.
- 1Connect Ayrshare and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, specify the post or post identifier, the Salesforce campaign to use, and which available details belong in the recap.
- 4Pick a webhook as the trigger and choose where run reports should go.
- 5Test with one real request and verify the note is attached to the right campaign.
Questions about this workflow
What should the webhook request include?
Provide enough context to identify the post and Salesforce campaign, plus any date range or details that Ayrshare cannot return on its own.
Can the recap include metrics that Ayrshare does not return?
No. The note should include only available results and explicitly identify requested metrics that are unavailable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ayrshare to Salesforce. A trigger fires from one place; an action lands in another.
Ayrshare 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.
Ayrshare and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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