Add Salesforce leads to campaigns from Chartly
Keep campaign membership aligned with the signals your charts uncover.
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
Leads are identified for outreach but campaign membership is updated later or missed.
- Keeps audiences current
- Reduces campaign admin
- Improves engagement tracking
Setup
Build it in a few focused steps.
- 1Connect Chartly and Salesforce in Notis.
- 2Create an automation for lead campaign enrollment.
- 3Tell Notis to add the identified Salesforce lead to the specified campaign.
- 4Select notis_webhook and a report channel.
- 5Test with one lead id and campaign id.
Questions about this workflow
What identifiers are needed?
The instruction or payload must provide enough information to identify the lead and campaign.
Does this create a new lead?
No. It adds an existing lead to a campaign.
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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