Make engaged leads easier to follow up
Let Notis bring the leads showing interest into Salesforce as concrete tasks with the signal that prompted review.
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
Potential interest is easy to miss when campaign activity and lead follow-up live in separate places.
- Surface leads that meet your chosen engagement criteria.
- Give the sales team a clear review task.
- Include the campaign activity that triggered the task.
Setup
Build it in a few focused steps.
- 1Connect Campayn and Salesforce to Notis once in the portal.
- 2Create an automation and describe which Campayn engagement signals qualify and how Notis should match leads.
- 3Choose a recurring schedule and select where run reports should go.
- 4Test with one real lead and verify the task is linked to the correct Salesforce record.
- 5Review qualification criteria and duplicate handling before enabling the schedule.
Questions about this workflow
Can this automatically create new Salesforce leads?
This workflow creates tasks for matched leads using the Create task action. Creating a new lead requires a separate workflow and a reliable source for the required lead details.
Can I choose what counts as engaged?
Yes. Put your criteria in the instruction and base them on activity Campayn makes available.
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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