Connect social engagement to campaign tracking
When a social handoff belongs in a campaign, add the existing contact to its Salesforce campaign record.
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
Teams can miss campaign engagement tracking when social handoffs are handled separately from Salesforce campaigns.
- Track a relevant contact's campaign engagement in Salesforce.
- Use existing campaign and contact records.
- Make social follow-up easier to report alongside campaign activity.
Setup
Build it in a few focused steps.
- 1Connect BulkPublish and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to add the supplied existing contact to the specified existing Salesforce campaign.
- 4Choose the Notis webhook trigger and send the handoff with the Salesforce contact and campaign identifiers.
- 5Choose a report channel, then test with one real handoff.
Questions about this workflow
Does this create the contact or campaign too?
No. This action adds an existing contact to an existing campaign. Supply valid identifiers in the webhook request.
Does BulkPublish send the campaign member event?
No BulkPublish trigger events are listed. A Notis webhook request starts this workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BulkPublish to Salesforce. A trigger fires from one place; an action lands in another.
BulkPublish 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.
BulkPublish and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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