Turn captured outreach initiatives into Salesforce campaigns
Translate a campaign brief found during web research into a Salesforce campaign your team can organize and track.
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
Campaign ideas found during research can stall between a webpage and the CRM campaign setup.
- Move qualifying initiative details into Salesforce.
- Keep campaign creation tied to source research.
- Skip captures that lack the information your team needs.
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 workflow.
- 3Tell Notis what kind of captured initiative should become a campaign and which details to use or report as missing.
- 4Choose the notis_webhook trigger and a report channel.
- 5Test with one real campaign brief capture and review the created campaign.
Questions about this workflow
Will every captured initiative create a campaign?
Describe the criteria in your prompt, such as the presence of a clear outreach initiative and required campaign details.
Can Notis add leads or contacts to the campaign?
This workflow creates the campaign. Adding members requires a separate Salesforce campaign member action and a reliable existing contact or lead identifier.
What if the capture is only an idea?
Tell Notis to report it for review rather than creating a campaign until the required details are present.
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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