Add Chameleon contacts to Salesforce campaigns
Keep customer and prospect campaign audiences connected to real in-app engagement.
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
Marketing teams often discover campaign-worthy engagement only after the audience list is already set.
- React to engagement quickly
- Keep campaign membership accurate
- Cut audience maintenance
Setup
Build it in a few focused steps.
- 1Connect Chameleon and Salesforce in Notis.
- 2Create a contact campaign automation.
- 3Tell Notis to add the identified contact to the correct Salesforce campaign when the webhook condition is met.
- 4Choose notis_webhook as the trigger.
- 5Select a report channel and test with one real contact.
Questions about this workflow
Can this be used for customer campaigns?
Yes. It can add contacts to any valid campaign identified in the request or instruction.
What if the contact is not found?
Notis reports the missing identifier so you can correct the source data or use a contact creation workflow.
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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