Add researched contacts to Salesforce campaigns
Connect relevant people you have researched to an existing campaign without searching through Salesforce by hand.
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
Finding and enrolling a researched contact in the right campaign adds a separate manual task after browser research.
- Reduce manual contact lookup after research.
- Add only clearly matched contacts to an existing campaign.
- Keep uncertain matches out of campaign membership.
Setup
Build it in a few focused steps.
- 1Connect Browserbase and Salesforce once in the Notis portal.
- 2Create an automation for researched contact enrollment.
- 3Tell Notis to find the existing Salesforce contact and campaign from the submitted research, then add the contact only when both matches are unambiguous.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact and campaign and verify membership.
Questions about this workflow
Does this create a new campaign?
No. It adds an existing contact to an existing campaign. Create the campaign separately if needed.
What if several contacts match the research?
Instruct Notis to skip enrollment and report the ambiguity until you can identify the intended person.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Browserbase tool to Salesforce. A trigger fires from one place; an action lands in another.
Browserbase tool 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.
Browserbase tool and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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