Keep campaign review short and consistent
See which campaigns meet your review criteria without rebuilding the same CRM search each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List campaigns
Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Campaign reviews can get pushed aside when it takes too many clicks to reconstruct the list.
- Make campaign review more predictable.
- Focus the list on the campaign criteria you choose.
- Get a concise report from available Salesforce campaign data.
Setup
Build it in a few focused steps.
- 1Connect Salesforce in Notis once.
- 2Create an automation with its name, prompt, report channel, and trigger.
- 3Ask Notis to list campaigns matching the status, date, or other criteria available in Salesforce and summarize those needing review.
- 4Choose the notis_cron trigger and set the schedule.
- 5Choose a report channel and test with one real run.
Questions about this workflow
Can it tell whether campaign performance is poor?
Only if performance data is available to the automation. The listed campaign action returns campaign records, so do not assume metrics that are not present.
Does this change campaign status?
No. It lists and summarizes campaigns.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Basin to Salesforce. A trigger fires from one place; an action lands in another.
Basin 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.
Basin and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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