Bring marketing engagement into account planning
Give account reviews a compact view of relevant Campayn engagement without manually piecing together each contact's history.
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
Account planning can miss marketing activity when each contact's campaign history has to be found and summarized by hand.
- Summarize available contact engagement at the account level.
- Keep planning context with the Salesforce account.
- Reduce manual research before account reviews.
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 engagement signals to summarize and how to match contacts to Salesforce accounts.
- 3Choose a recurring schedule and select where run reports should go.
- 4Test with one real account and verify the summary is attached to the right record.
- 5Refine the summary instruction based on what your account reviews need.
Questions about this workflow
Can this calculate an account engagement score?
Only if you provide the scoring rule and Campayn exposes the needed engagement data. Otherwise, ask for a qualitative summary of available activity.
What if contacts match more than one account?
Instruct Notis to flag ambiguous matches for review rather than attaching the note without confidence.
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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