Put qualified Bika.ai leads into the right campaign
Connect intake qualification to campaign follow-through. Notis can add a lead to a Salesforce campaign when your criteria are met and the request includes valid Salesforce identifiers.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
A qualified lead can make it into Salesforce but miss the campaign that drives the next engagement step.
- Reduce manual campaign enrollment after qualification.
- Apply campaign eligibility rules consistently.
- Report missing or invalid lead and campaign references.
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 name it.
- 3In one instruction, define lead qualification and tell Notis to add the lead to the specified campaign only when valid Salesforce lead and campaign ids are included.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one eligible lead and confirm campaign membership in Salesforce.
Questions about this workflow
Can this create the lead as well as enroll it?
This workflow uses the add lead to campaign action, so the lead must already exist in Salesforce and the request must identify it.
What if the Bika.ai request only has the lead's email?
The action requires the Salesforce lead identifier and campaign identifier. Provide valid ids or arrange for those references to be available before enrollment.
Can qualification rules be customized?
Yes. Put the criteria in the automation instruction and use fields available in the incoming request.
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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