Give each video launch a Salesforce campaign
Set up a shared place to track the work and response around an important video launch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
Launch activity becomes hard to review when campaign details live only in content calendars and chat.
- Create a campaign record from a launch request.
- Give the team a shared place to organize campaign activity.
- Keep launch details accessible in Salesforce.
Setup
Build it in a few focused steps.
- 1Connect Notis to Salesforce once in the portal.
- 2Create a named automation in Notis.
- 3Tell Notis to create a Salesforce campaign from each approved video launch webhook using the supplied campaign details.
- 4Choose the webhook trigger and where run reports go.
- 5Test with one launch request and review the campaign in Salesforce.
Questions about this workflow
Does this add leads or contacts to the campaign?
No. It creates the campaign. Adding existing leads or contacts requires a separate workflow.
What should the request contain?
Include the campaign details you want Salesforce to use.
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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