See which open opportunities may need campaign follow-up
Get a focused opportunity shortlist tied to the campaign context you supply, ready for a quick founder review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Campaign work and pipeline reviews rarely happen in the same moment, so useful follow-up can get missed.
- Bring campaign context into a recurring pipeline check
- Focus review time on a shorter list of opportunities
- Keep campaign follow-up visible alongside sales work
Setup
Build it in a few focused steps.
- 1Connect Campaign Cleaner and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the recurring review.
- 3Tell Notis to list open Salesforce opportunities relevant to the campaign context supplied for the run and summarize possible follow-up.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a real campaign context and confirm the opportunity shortlist is relevant.
Questions about this workflow
Can it know which opportunities are campaign influenced?
Only when Salesforce data or the campaign context you supply supports that connection; otherwise include the relationship or criteria in the run input.
Does this workflow change opportunity records?
No. It lists and summarizes opportunities for review.
What if there is no campaign context at run time?
Provide the context as part of the scheduled automation input or adjust the instruction to use an explicit Salesforce query criterion.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Campaign cleaner to Salesforce. A trigger fires from one place; an action lands in another.
Campaign cleaner 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.
Campaign cleaner and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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