Add Salesforce contacts to campaigns from Chartly
Make campaign audiences reflect the latest Chartly insights without manual CRM work.
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
Contacts selected for a campaign can remain outside Salesforce campaign tracking.
- Improves audience accuracy
- Maintains engagement history
- Cuts repetitive updates
Setup
Build it in a few focused steps.
- 1Connect Chartly and Salesforce once.
- 2Create an automation for contact campaign enrollment.
- 3Describe which contact and campaign Notis should use from each webhook.
- 4Pick notis_webhook and a report destination.
- 5Verify one real contact enrollment.
Questions about this workflow
Can the campaign be selected from Chartly context?
Yes, if the payload or instruction identifies the campaign.
Does this change the contact record?
It creates a campaign member record for the existing contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chartly to Salesforce. A trigger fires from one place; an action lands in another.
Chartly 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.
Chartly and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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