Review campaign tracking and outreach context together
Get a recurring snapshot to help decide which campaign records need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List campaigns
Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Campaign reviews require context switching when CRM tracking and outreach team information live in separate places.
- Review Salesforce campaigns on a schedule.
- Include Botdog context when it is available.
- Surface campaign records for a human decision.
Setup
Build it in a few focused steps.
- 1Connect Botdog and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list the Salesforce campaigns in scope and add available Botdog campaign or team analytics context, identifying any missing data.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and refine the report focus.
Questions about this workflow
Are Botdog analytics guaranteed to be available?
No Botdog action or trigger is listed here. The workflow should report only context available to Notis and name missing data.
Will this change campaign records?
No. It lists Salesforce campaigns for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botdog to Salesforce. A trigger fires from one place; an action lands in another.
Botdog 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.
Botdog and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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