Review campaigns with product adoption context
See which campaigns are creating meaningful product engagement, not only responses.
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 reporting can miss whether engaged people actually reach useful product moments.
- Improve campaign decisions
- Add product context
- Shorten reporting preparation
Setup
Build it in a few focused steps.
- 1Connect Chameleon and Salesforce in Notis.
- 2Create a campaign review automation.
- 3Tell Notis to list Salesforce campaigns and summarize the Chameleon engagement evidence you provide.
- 4Pick notis_cron and set the schedule.
- 5Choose where reports go and test with one campaign set.
Questions about this workflow
Does this calculate unsupported metrics?
Notis reports only on data available from Salesforce and the Chameleon context you provide.
Can the report be concise?
Yes. Specify a short summary and the decisions you need to make.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chameleon to Salesforce. A trigger fires from one place; an action lands in another.
Chameleon 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.
Chameleon and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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