Keep campaign links with their Salesforce records
Send a Bitly link and its context to Notis. It can add a concise note to the Salesforce record you identify, so the campaign detail stays with the customer history.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Campaign links and their purpose get separated from the Salesforce records that teams need for follow-up.
- Keep link context beside the relevant Salesforce record.
- Avoid searching chat or documents for campaign URLs.
- Record the intended use of each link in plain language.
Setup
Build it in a few focused steps.
- 1Connect Bitly and Salesforce once in the Notis portal.
- 2Create an automation by telling Notis to save an incoming Bitly link and its supplied context as a note on the identified Salesforce record.
- 3Choose a webhook trigger and send the link, record identifier, and context in the request.
- 4Choose where run reports should go.
- 5Test with one real link and verify the note is attached to the intended record.
Questions about this workflow
Does Bitly start this automation automatically?
Bitly has no listed trigger event here. A Notis webhook starts the automation when an HTTP request arrives.
What information should I include in the request?
Include the Bitly URL, a short description of its purpose, and enough information to identify the existing Salesforce record.
Can Notis find the Salesforce record if I do not provide an identifier?
The workflow should only attach a note when the record can be identified reliably. Supply a record identifier or another unambiguous lookup detail.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bitly to Salesforce. A trigger fires from one place; an action lands in another.
Bitly 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.
Bitly and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.