Connect Bika.ai contact activity to Salesforce campaigns
Keep campaign participation current as contact activity comes in. Notis can add an existing Salesforce contact to a campaign when the Bika.ai event meets your stated criteria.
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 lists fall out of sync when contact activity is tracked in one system and enrollment happens manually in another.
- Reduce manual campaign membership updates.
- Use clear activity criteria to decide enrollment.
- Keep invalid or missing record references visible in run reports.
Setup
Build it in a few focused steps.
- 1Connect Bika.ai and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, define which Bika.ai contact activity should enroll the existing Salesforce contact in the specified campaign.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one qualifying contact event and verify the campaign member record.
Questions about this workflow
Does this create a new contact?
No. It adds an existing Salesforce contact to a campaign. The request needs a valid contact id and campaign id.
Can I prevent duplicate enrollment?
Describe how Notis should handle contacts already in the campaign. Existing campaign membership and record identifiers must be available to the workflow.
Which contact activities can trigger it?
Any Bika.ai event or process that sends an HTTP request to the Notis webhook with the relevant details. Bika.ai native triggers are not listed here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bika.ai to Salesforce. A trigger fires from one place; an action lands in another.
Bika.ai 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.
Bika.ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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