Connect Cardly outreach with Salesforce campaign membership
Matched contacts from a Cardly campaign can be included in the Salesforce campaign that tracks the initiative.
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 split across tools, leaving Salesforce campaign reporting incomplete.
- Keep campaign participation visible in Salesforce.
- Reduce manual contact enrollment.
- Support a clearer campaign history.
Setup
Build it in a few focused steps.
- 1Connect Cardly and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to match Cardly campaign recipients to existing Salesforce contacts and add confirmed matches to the specified Salesforce campaign.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real recipient and confirm the intended campaign membership.
Questions about this workflow
Does this create contacts in Salesforce?
No. This workflow adds existing contacts to a campaign. Tell Notis to report recipients it cannot match.
What does the webhook need?
Provide the Cardly campaign context, recipient identifiers, and the Salesforce campaign to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cardly to Salesforce. A trigger fires from one place; an action lands in another.
Cardly 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.
Cardly and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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