Prepare a campaign review queue without another manual search
Bring the campaigns that match your team's stated review criteria together in a concise queue, ready for decisions and follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List campaigns
Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Campaign review can stall when it requires manually searching through records and reconstructing what needs attention.
- Collect campaign records in one review queue.
- Include available details that support a human decision.
- Reduce the work of finding the records before a campaign review.
Setup
Build it in a few focused steps.
- 1Connect Celigo and Salesforce once in the Notis portal.
- 2Create an automation named campaign review queue.
- 3Tell Notis which Salesforce campaigns belong in the review using a queryable condition and what returned details will help the reviewer decide next steps.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one review condition and confirm the queue is focused.
Questions about this workflow
Will Notis decide which campaigns to pause or change?
This workflow prepares records for review. State a decision rule based on available information if you want a recommendation, and have a person review it.
Can the queue include campaigns from Celigo only?
Only if Salesforce records provide a queryable field or signal identifying the integration source.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Celigo to Salesforce. A trigger fires from one place; an action lands in another.
Celigo 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.
Celigo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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