Connect project prospects to the right campaign
When a Breeze update identifies a prospect and a campaign follow-up, ask Notis to add that lead to the Salesforce campaign.
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
A prospect can be captured in Salesforce but miss the campaign that keeps the next outreach organized.
- Route selected prospects into the intended campaign.
- Use explicit lead and campaign identifiers to prevent uncertain enrollment.
- Keep campaign follow-up connected to the original project context.
Setup
Build it in a few focused steps.
- 1Connect Breeze and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to add the specified Salesforce lead to the specified campaign only when both identifiers and the campaign request are present.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead, campaign, and Breeze request.
Questions about this workflow
What identifiers are needed?
Provide valid Salesforce lead and campaign identifiers in the incoming request.
What if the lead or campaign is not identified?
Have Notis report what is missing and skip campaign enrollment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Breeze to Salesforce. A trigger fires from one place; an action lands in another.
Breeze 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.
Breeze and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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