Keep opt-out context with the Salesforce record
Record why and when an opt-out came through, so anyone reviewing the Salesforce record can see the context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
An opt-out can be handled in one tool while its context remains invisible to the team working in Salesforce.
- Keep incoming opt-out details with a Salesforce record.
- Make the event easier for teammates to review later.
- Avoid manually copying webhook details into Salesforce.
Setup
Build it in a few focused steps.
- 1Connect Campayn and Salesforce to Notis once in the portal.
- 2Create an automation and describe how an incoming opt-out should be matched to a Salesforce record and logged as a note.
- 3Choose a webhook trigger and send the opt-out notification to the Notis webhook.
- 4Select where run reports should go.
- 5Test with one real opt-out example and confirm the note is attached to the intended record.
Questions about this workflow
Does this automatically change Salesforce email preferences?
No. This workflow creates a note. A preference update requires an available Salesforce action for that change.
What should happen if the notification has no Salesforce record match?
Include an instruction to report unmatched notifications for review instead of creating a note on the wrong record.
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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