Review the leads connected to social campaigns
Make lead follow-up easier to review by gathering Salesforce leads tied to a social source or campaign.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Leads from social activity can blend into the wider pipeline without a regular review focused on their source.
- Bring source-related leads into a regular review.
- Spot records needing attention using information available in Salesforce.
- Reduce manual report setup for a focused check-in.
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 list Salesforce leads matching the specific social source or campaign criteria you provide and summarize the results.
- 4Choose a recurring Notis schedule that fits your pipeline review.
- 5Choose a report channel, then test with criteria and a real Salesforce result.
Questions about this workflow
Does this infer social attribution if Salesforce does not store it?
No. Supply criteria that Salesforce can match, and ensure the source or campaign information exists in your records.
Can the schedule be weekly?
Choose the recurring cadence you want in the Notis schedule trigger.
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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