Keep Salesforce campaign reviews on track
Get a recurring view of campaign details in your report channel to make your next planning check easier.
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 can get delayed when no one has time to repeat the same Salesforce search.
- Run a campaign query on a recurring schedule.
- Receive a concise summary of returned campaign details.
- Keep campaign review work visible on a cadence.
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create a scheduled campaign review automation.
- 3Tell Notis which campaigns to list and which returned details should appear in the report.
- 4Choose the schedule and report channel, then test with one real example.
Questions about this workflow
Does this include Braze campaign metrics?
No. This action lists Salesforce campaigns. Braze metrics must be included in a request or supplied separately if you want them in a comparison.
Can Notis calculate campaign performance?
It can summarize returned fields. A performance calculation needs the relevant metrics and a definition of how to calculate it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Braze to Salesforce. A trigger fires from one place; an action lands in another.
Braze 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.
Braze and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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