Enroll researched Salesforce leads in campaigns
Keep lead campaign tracking current as you research companies and prospects across the web.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
A lead may be researched and ready for outreach while campaign membership remains an easy step to forget.
- Add an existing lead to the right campaign.
- Keep campaign engagement tracking in Salesforce.
- Avoid losing research context during CRM administration.
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 lead enrollment flow.
- 3Describe how to identify the existing Salesforce lead and intended campaign from the capture or request.
- 4Choose the notis_webhook trigger and select a report channel.
- 5Test with a known lead and campaign and verify the membership.
Questions about this workflow
Does this create a Salesforce lead?
No. It adds an existing lead to an existing campaign. The lead and campaign must be identifiable.
Can the campaign be chosen from the captured page?
Yes, if the page or request includes clear campaign context. Otherwise, name the intended campaign in your instruction.
What should happen for an uncertain match?
Tell Notis to leave the record unchanged and report the ambiguity for your 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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