Find the campaign that belongs with the task
Pull campaign context into the task without interrupting your current train of thought.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List campaigns
Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Campaign lookup requires leaving the active work and remembering the right search terms in Salesforce.
- Look up campaign options on demand
- Search with the language of the current task
- Receive a concise result in the report channel
Setup
Build it in a few focused steps.
- 1Connect Bitwarden and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis what campaign context or criteria the current task needs.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real example request.
Questions about this workflow
Can this find a campaign by its ID?
The selected action lists campaigns using SOQL query capability. Provide the criteria in the prompt and validate the result with an example.
Does it enroll leads or contacts?
No. It only lists campaigns. Campaign membership requires a separate Salesforce action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bitwarden to Salesforce. A trigger fires from one place; an action lands in another.
Bitwarden 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.
Bitwarden and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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