Add researched contacts to the right Salesforce campaign
Connect a captured prospect to the campaign that fits your outreach plan without interrupting your research flow.
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
Campaign participation can be missed when the prospect is researched but not added to the CRM campaign.
- Connect researched prospects to campaign tracking.
- Use an existing Salesforce contact record.
- Keep campaign selection explicit in the automation prompt.
Setup
Build it in a few focused steps.
- 1Connect CaptureKit and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the campaign enrollment flow.
- 3Tell Notis how to identify the existing contact and the intended existing campaign from the capture or request.
- 4Choose the notis_webhook trigger and a report channel.
- 5Test with one known contact and campaign, then verify membership.
Questions about this workflow
Does the workflow create a new contact?
No. It adds an existing contact to a campaign. Use a separate contact creation workflow if the person does not already exist.
How does it know which campaign to use?
Specify the campaign in the request or prompt with enough information to identify the existing campaign.
What if multiple contacts match the capture?
Instruct Notis to skip ambiguous matches and report them for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CaptureKit to Salesforce. A trigger fires from one place; an action lands in another.
CaptureKit 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.
CaptureKit and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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