Give a BlueFox email initiative a Salesforce campaign
Create a CRM campaign record when an email initiative needs shared tracking.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
Email initiatives can start without a corresponding campaign record, leaving engagement harder to organize.
- Create a campaign record for an initiative
- Keep CRM tracking connected to email work
- Reduce setup steps before launch
Setup
Build it in a few focused steps.
- 1Connect BlueFox Email and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe in one instruction when the initiative details in the request should create a Salesforce campaign.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real initiative request and review the resulting campaign in Salesforce.
Questions about this workflow
Does this send the BlueFox campaign email?
No. This workflow creates a Salesforce campaign record. It does not send email through BlueFox.
What details should be sent in the request?
Include the campaign information you want represented and any organization-specific required values. Confirm available fields with your Salesforce setup.
Will a campaign be created for every request?
Your instruction should state which requests represent a real initiative that merits a campaign record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BlueFox Email to Salesforce. A trigger fires from one place; an action lands in another.
BlueFox Email 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.
BlueFox Email and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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