Enroll CheckFlow event contacts in Salesforce
Close the event checklist and place the attendee in the right Salesforce campaign.
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
Event follow-up lists become stale when contact enrollment is a separate manual step.
- Keep event audiences current
- Reduce post-event admin
- Improve campaign follow-through
Setup
Build it in a few focused steps.
- 1Connect CheckFlow and Salesforce in Notis.
- 2Create an automation for completed event checklists.
- 3Tell Notis to add each referenced contact to the specified Salesforce campaign and report missing references.
- 4Select the CheckFlow webhook trigger and report channel.
- 5Test with one completed event checklist.
Questions about this workflow
Can this handle multiple contacts?
Yes, if the webhook submission includes multiple valid Salesforce contact IDs.
What if the campaign is missing?
Notis can report the missing campaign so it can be corrected before retrying.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CheckFlow to Salesforce. A trigger fires from one place; an action lands in another.
CheckFlow 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.
CheckFlow and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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