Enroll Salesforce contacts from Botsonic interest
Turn expressed interest into the campaign participation your team can track.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Marketing intent gathered in chat often never becomes campaign engagement data.
- Record engagement consistently
- Help marketing follow up faster
- Connect conversations to campaign reporting
Setup
Build it in a few focused steps.
- 1Connect Botsonic and Salesforce in Notis once.
- 2Create an automation named Botsonic Contact Campaign Enrollment.
- 3Describe the interest signal, campaign context, and contact identification needed.
- 4Choose the Notis webhook trigger and a report channel.
- 5Test it with one known contact conversation.
Questions about this workflow
Does this create a new contact?
No. It adds an existing Salesforce contact to the relevant campaign when the required identifiers are available.
What if the campaign is unclear?
Instruct Notis to report the conversation for review rather than selecting a campaign by guesswork.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botsonic to Salesforce. A trigger fires from one place; an action lands in another.
Botsonic 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.
Botsonic and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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