Keep Salesforce campaign reviews focused and actionable
Notis can gather the campaigns your team wants to review and condense the available Salesforce details into one report for the next decision.
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 records are easy to leave behind while attention moves between integration operations and customer work.
- Gather campaigns matching a team-defined review condition.
- Summarize the campaign details Salesforce returns.
- Make review work easier to resume after interruptions.
Setup
Build it in a few focused steps.
- 1Connect Celigo and Salesforce once in the Notis portal.
- 2Create an automation named campaign progress review.
- 3Tell Notis which Salesforce campaigns to list using a queryable condition and which available details to summarize.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one actual campaign condition and review the report.
Questions about this workflow
Can it calculate campaign performance?
It can summarize returned campaign data. Performance comparisons need available metrics and a baseline if you want change over time.
Can it limit the review to campaigns related to Celigo?
Only when Salesforce exposes a queryable field or other supplied signal that identifies those campaigns.
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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