Track Cardly campaign outreach for Salesforce leads
When a Cardly campaign includes prospects represented as Salesforce leads, Notis can add confirmed matches to the campaign.
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
Prospect outreach may happen in Cardly while campaign membership remains missing in Salesforce.
- Keep prospect participation in Salesforce.
- Reduce manual campaign enrollment.
- Make outreach activity easier to review.
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 recipients to existing Salesforce leads and add confirmed matches to the specified Salesforce campaign.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real lead and verify the campaign membership.
Questions about this workflow
Will this create a new lead if there is no match?
No. The action adds an existing lead to a campaign. Instruct Notis to report unmatched recipients for review.
Can the same campaign include contacts too?
This workflow adds leads. Use a separate workflow with the contact campaign action when recipients are Salesforce contacts.
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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