Add the right contact to a Salesforce campaign
Turn a creative campaign handoff into a tracked campaign relationship for an existing contact.
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
A contact can be ready for a campaign while the manual membership step gets missed during handoff.
- Add an existing Salesforce contact to a campaign from a handoff.
- Keep campaign engagement tracking up to date.
- Avoid a separate manual enrollment step.
Setup
Build it in a few focused steps.
- 1Connect Bannerbite and Salesforce once in the Notis portal.
- 2Create an automation for enrolling contacts in creative campaigns.
- 3Tell Notis to add the supplied contact to the supplied Salesforce campaign when both ids are present.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with valid ids for one existing Salesforce contact and campaign.
Questions about this workflow
Does this create the contact or campaign?
No. The action adds an existing contact to an existing campaign. Include valid ids for both.
What starts the enrollment?
An HTTP request to the Notis webhook starts the automation. Include the handoff details and the relevant Salesforce ids.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bannerbite to Salesforce. A trigger fires from one place; an action lands in another.
Bannerbite 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.
Bannerbite and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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