Keep Salesforce campaign membership current for contacts
When a Celigo process identifies a contact for a campaign, let Notis record that membership in Salesforce so the engagement trail stays together.
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
A contact may qualify for a campaign during an integration handoff, but manual enrollment can be another follow-up that gets missed.
- Record campaign membership for a referenced contact.
- Keep enrollment tied to the supplied eligibility signal.
- Reduce manual updates during contact handoffs.
Setup
Build it in a few focused steps.
- 1Connect Celigo and Salesforce once in the Notis portal.
- 2Create an automation named contact campaign enrollment.
- 3Tell Notis to add the referenced Salesforce contact to the referenced campaign when the webhook confirms eligibility.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one valid contact and campaign reference pair.
Questions about this workflow
Can this workflow determine who belongs in the campaign?
It should rely on a campaign eligibility signal in the webhook or an explicit condition you provide.
Which records are needed?
The request needs valid Salesforce contact and campaign references.
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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