Turn recurring Botbaba feedback into a Salesforce campaign
When conversations point to a focused outreach opportunity, give the team a Salesforce campaign to organize the response.
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
Repeated customer feedback can call for coordinated outreach, but recognizing the pattern and setting up a campaign takes time.
- Organize a defined response to a recurring conversation theme.
- Require a clear campaign purpose before creating a campaign record.
- Make emerging outreach ideas visible to the team.
Setup
Build it in a few focused steps.
- 1Connect Botbaba and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to create a Salesforce campaign only when the incoming conversation or supplied context establishes a specific outreach initiative and provides a campaign name and necessary details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example that justifies a campaign and review the created record.
Questions about this workflow
Will one complaint automatically start a campaign?
No. Define the minimum evidence for a coordinated outreach initiative and have Notis skip isolated feedback that does not support one.
Does Notis decide campaign dates and status?
Use only campaign values provided by the conversation or supplied context. Do not ask Notis to invent dates, budget, or status.
Can this add contacts or leads to the new campaign?
This workflow only creates a campaign. Adding campaign members requires a separate supported action and reliable Salesforce record references.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botbaba to Salesforce. A trigger fires from one place; an action lands in another.
Botbaba 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.
Botbaba and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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