Create Salesforce campaigns from Check Cherry promotions
Turn event marketing ideas into trackable Salesforce campaigns.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
Promotions are launched without a consistent place to track their audience and results.
- Track event initiatives
- Give campaigns a consistent name
- Support reporting and attribution
Setup
Build it in a few focused steps.
- 1Connect Check Cherry and Salesforce in Notis.
- 2Create an automation named Promotion campaign setup.
- 3Tell Notis to create a Salesforce campaign from each Check Cherry promotion or event initiative with its name, dates, and description.
- 4Choose notis_webhook as the trigger and provide the promotion webhook.
- 5Select a report channel and test with one promotion.
Questions about this workflow
Can start and end dates be included?
Yes, when Check Cherry supplies them in the webhook payload.
Can contacts be added too?
Use a separate campaign member workflow after the campaign exists.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Check Cherry to Salesforce. A trigger fires from one place; an action lands in another.
Check Cherry 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.
Check Cherry and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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