Connect campaign assets with the right leads
Use the campaign and lead details in a confirmed image asset handoff to record campaign engagement in Salesforce.
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
Campaign assets and lead enrollment can drift apart when updates require a separate manual CRM step.
- Keep campaign membership aligned with confirmed asset use.
- Record engagement in Salesforce.
- Avoid adding leads from incomplete or ambiguous handoffs.
Setup
Build it in a few focused steps.
- 1Connect Claid ai and Salesforce once in Notis.
- 2Create an automation and describe when asset delivery qualifies a lead for campaign membership.
- 3Choose the Notis webhook trigger for the confirmed delivery handoff.
- 4Choose where Notis run reports should go.
- 5Test with one existing lead and campaign reference.
Questions about this workflow
Does this create a campaign?
No. It adds a lead to an existing campaign. The handoff must identify valid Salesforce lead and campaign records.
What if either record is unclear?
Have Notis report the ambiguity for review rather than enrolling the wrong lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Claid ai to Salesforce. A trigger fires from one place; an action lands in another.
Claid ai 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.
Claid ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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