Track contact engagement from video campaigns
Give your team a useful record when an existing contact responds to a video.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
A contact's interest can be easy to miss when engagement is recorded outside Salesforce.
- Record engagement for existing contacts in Salesforce.
- Keep campaign membership current from webhook details.
- Give teammates a shared view of video response context.
Setup
Build it in a few focused steps.
- 1Connect Notis and Salesforce once in the portal.
- 2Create an automation with a recognizable name.
- 3Tell Notis to add the identified Salesforce contact to the identified campaign when the webhook reports relevant engagement.
- 4Select the webhook trigger and a destination for run reports.
- 5Test with one real contact and campaign.
Questions about this workflow
Does this add a new contact?
No. It adds an existing contact to an existing campaign.
Can it decide whether engagement is relevant?
Your instruction can describe which webhook requests should lead to campaign membership, based on details included in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Captions to Salesforce. A trigger fires from one place; an action lands in another.
Captions 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.
Captions and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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