Keep campaign performance next to the relationship
Turn a campaign result review into a short note your team can find alongside the Salesforce campaign record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Campaign metrics live apart from Salesforce, so account and sales reviews often miss useful marketing context.
- Summarize results in a readable note instead of copying raw data.
- Keep marketing context close to Salesforce campaign records.
- Create a repeatable review cadence.
Setup
Build it in a few focused steps.
- 1Connect Campayn and Salesforce to Notis once in the portal.
- 2Create an automation and tell Notis which Campayn campaign results to summarize and how to find the related Salesforce campaign record.
- 3Choose a recurring schedule and select where run reports should go.
- 4Test with one real campaign and confirm the summary is attached to the correct Salesforce record.
- 5Adjust the instruction if the result summary needs different details.
Questions about this workflow
Which metrics will the note include?
Specify the measures you want, limited to results Campayn makes available to Notis.
How does Notis find the Salesforce campaign?
Describe a reliable match, such as a shared campaign name. If the match is ambiguous, instruct Notis to report it 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.