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Notis

Add verified leads to a Salesforce campaign

Turn a clean verification result into immediate campaign enrollment.

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 lists become stale when verified leads are added by hand.

  • Keep campaign membership current
  • Exclude risky addresses
  • Reduce list maintenance

Setup

Build it in a few focused steps.

  • 1Connect Bouncer and Salesforce once in Notis.
  • 2Create an automation for campaign enrollment.
  • 3Tell Notis to add each deliverable lead from the Bouncer payload to the specified Salesforce campaign and report skipped results.
  • 4Pick the webhook trigger and choose the report destination.
  • 5Test with one real lead batch.

Questions about this workflow

How is the campaign selected?

Include the Salesforce campaign name or id in the webhook request or your instruction.

Can risky results be reported?

Yes. Ask Notis to summarize skipped addresses in the run report.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Bouncer to Salesforce. A trigger fires from one place; an action lands in another.

Bouncer triggers

Salesforce actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Bouncer and Salesforce, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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