Connect subscriber interest to a Salesforce campaign
Keep campaign engagement tied to the signup that prompted it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 participation can be missed when subscriber signups and CRM activity live in separate places.
- Add an existing lead to a campaign
- Capture campaign participation in Salesforce
- Reduce manual CRM updates after a signup
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 to add the supplied Salesforce lead ID to the supplied campaign ID.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request using valid Salesforce lead and campaign IDs.
Questions about this workflow
Does this create a lead or campaign?
No. This action adds an existing lead to an existing campaign. Supply valid Salesforce record IDs in the request.
Can the workflow infer which campaign a signup belongs to?
It can use campaign context included in the request. If the request does not identify the intended campaign, supply that decision in your instruction or payload.
What happens if the IDs are invalid?
Salesforce cannot add the lead to the campaign. Check the run report and provide valid IDs before retrying.
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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