Keep campaign follow-ups from slipping
Have Notis check campaign activity and put clear next steps into Salesforce, ready for your next work block.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Campaign results are easy to scan once and then forget, leaving promising contacts without a next step.
- Create a Salesforce to-do for each contact who meets your engagement criteria.
- Include the campaign and engagement context in the task details.
- Review results on a schedule without checking each campaign manually.
Setup
Build it in a few focused steps.
- 1Connect Campayn and Salesforce to Notis once in the portal.
- 2Create an automation in Notis and name it for campaign follow-ups.
- 3Tell Notis to review recent Campayn campaign activity and create Salesforce tasks for contacts who meet your follow-up criteria.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real campaign example and confirm the created task has useful context.
Questions about this workflow
Can I choose which engagement counts as a follow-up?
Yes. State your criteria in the instruction, such as a reply or another engagement signal available from Campayn.
What if Campayn does not provide a Salesforce contact match?
Tell Notis how to handle unmatched records, such as skipping them and reporting the missing match for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Campayn to Salesforce. A trigger fires from one place; an action lands in another.
Campayn 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.
Campayn and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.