Create a Salesforce campaign from a Bannerbite launch request
Move a new creative launch into Salesforce without retyping its campaign brief.
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
Creative launch details can stay buried in a production handoff while the Salesforce campaign is still waiting to be created.
- Create a campaign from launch details provided with the webhook request.
- Keep creative context alongside the campaign for the team.
- Reduce handoff delays between creative production and campaign tracking.
Setup
Build it in a few focused steps.
- 1Connect Bannerbite and Salesforce once in the Notis portal.
- 2Create an automation named for your creative launch campaign.
- 3Tell Notis to create a Salesforce campaign from the launch details and creative context included in the incoming request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real Bannerbite launch request that includes the campaign details Salesforce requires.
Questions about this workflow
What information should the webhook request include?
Include the campaign details you want Salesforce to use, such as its name and any dates or context available in your Salesforce setup. Notis can only use information present in the request.
Does Bannerbite automatically send this webhook?
This workflow starts when an HTTP request reaches the Notis webhook. Arrange for the request to be sent when your launch is ready, or send it manually.
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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