Add Chameleon leads to Salesforce campaigns
Keep campaign membership aligned with the product moments your prospects create.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Campaign audiences become stale when product activity is not reflected in Salesforce membership.
- Keep audiences current
- Reduce manual campaign updates
- Coordinate product and marketing signals
Setup
Build it in a few focused steps.
- 1Connect Chameleon and Salesforce in Notis.
- 2Create a campaign enrollment automation.
- 3Tell Notis to add the referenced Salesforce lead to the specified campaign when the webhook qualifies it.
- 4Choose notis_webhook and connect the Chameleon sender.
- 5Select a report channel and test with one real lead.
Questions about this workflow
What identifiers are required?
The webhook must provide enough information for Notis to identify the lead and campaign, or you must supply those details in the instruction.
Can this support multiple campaigns?
Yes. Tell Notis the rule for selecting the campaign from the incoming context.
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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