Keep campaign enrollment moving from prospect research
Use a recurring review to move eligible, verified Salesforce leads from research into a campaign you specify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Campaign enrollment can lag behind research when the CRM step gets separated from prospect qualification.
- Connect recurring research with campaign enrollment.
- Apply explicit eligibility criteria before adding a lead.
- See unmatched or ambiguous records in run reports.
Setup
Build it in a few focused steps.
- 1Connect BlitzAPI and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Describe which prospects qualify and identify the existing Salesforce lead and campaign to use.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one lead and campaign and verify campaign membership.
Questions about this workflow
Does the action add a new lead to Salesforce?
No. It adds an existing Salesforce lead to a campaign. Make sure the lead is already present or create it separately.
Can it select a campaign based on the prospect?
You can describe how to identify the campaign in the prompt, but provide enough information to resolve one specific existing campaign.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blitz API to Salesforce. A trigger fires from one place; an action lands in another.
Blitz API 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.
Blitz API 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.