Turn Blackboard Engagement Into Campaign Participation
When engagement makes a campaign relevant, add the identified contact to the Salesforce campaign.
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
A useful contact can be left out of a campaign after an engagement moment passes.
- Record campaign participation for an existing contact.
- Use supplied Blackboard engagement context to guide campaign enrollment.
- Reduce manual updates in Salesforce.
Setup
Build it in a few focused steps.
- 1Connect Blackboard and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis when an engaged Blackboard contact should be added to the specified existing Salesforce campaign.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one existing contact and campaign reference.
Questions about this workflow
Does the action create a contact or campaign?
No. It adds an existing Salesforce contact to an existing campaign.
Can Notis decide campaign eligibility?
Describe your eligibility criteria in the prompt and provide the Blackboard details needed to apply them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackboard to Salesforce. A trigger fires from one place; an action lands in another.
Blackboard 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.
Blackboard 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.