Prepare campaign records for upcoming programs
Give selected upcoming programs a Salesforce campaign record before coordination picks up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
Campaign setup can get delayed when an upcoming program is tracked in one place and engagement in another.
- Prepare campaign records earlier
- Create a shared place for engagement tracking
Setup
Build it in a few focused steps.
- 1Connect ChMeetings and Salesforce once in Notis.
- 2Create an automation in Automations or tell Notis from any channel.
- 3Define which upcoming programs need Salesforce campaigns and what campaign details to include.
- 4Choose a recurring schedule and report destination.
- 5Test with one upcoming program.
Questions about this workflow
Will it add members to the new campaign?
No. This action creates a campaign only. Adding campaign members requires a separate workflow and existing Salesforce person records.
How does it avoid creating duplicate campaigns?
Instruct Notis to check for an existing matching campaign when connected data access allows it, and report uncertain matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chmeetings to Salesforce. A trigger fires from one place; an action lands in another.
Chmeetings 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.
Chmeetings and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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