Move qualified campaign interest into pipeline
When campaign activity and your qualification rule point to a real opportunity, let Notis create the Salesforce record with the supplied details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
A clear buying signal can stall when someone has to manually translate campaign activity into a pipeline record.
- Turn qualifying interest into a Salesforce opportunity.
- Use your stated criteria to decide when to create a record.
- Keep the originating campaign context in the opportunity details where supported.
Setup
Build it in a few focused steps.
- 1Connect Campayn and Salesforce to Notis once in the portal.
- 2Create an automation and specify qualification criteria plus the opportunity details required by your Salesforce setup.
- 3Choose a recurring schedule and select where run reports should go.
- 4Test with one real qualified example and verify the opportunity stage, close date, and account association.
- 5Revise the instruction to report missing required details for review.
Questions about this workflow
Will Notis invent an opportunity value or close date?
No. Supply defaults or rules in your instruction, or have Notis report the missing required information for review.
What happens if a contact is not linked to a Salesforce account?
Tell Notis to skip creation and report the missing relationship, unless your process provides another reliable account association.
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
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