Make campaign responses actionable in Salesforce
When a response arrives, give it a home as a Salesforce task with enough context to follow up well.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Responses can sit in campaign tools while the person who should reply never sees them in their daily workflow.
- Turn incoming response notifications into trackable work.
- Carry the available response context into the task.
- Reduce time spent moving between inboxes and CRM records.
Setup
Build it in a few focused steps.
- 1Connect Campayn and Salesforce to Notis once in the portal.
- 2Create an automation and instruct Notis to match each response notification to a Salesforce record and create a contextual task.
- 3Choose a webhook trigger and configure the Campayn response notification to start it.
- 4Select where run reports should go.
- 5Test with one real response and confirm the task is linked to the intended record.
Questions about this workflow
Does this depend on Campayn sending a webhook?
Yes. The webhook trigger starts when an HTTP request reaches Notis, so use a Campayn response notification or other authorized sender that can make that request.
What if the response cannot be matched?
Tell Notis to flag it in the run report for manual matching rather than creating an unlinked or mislinked task.
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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