Add researched leads to Salesforce campaigns
Keep campaign audiences aligned with the intent and context Cloro uncovers.
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 membership is often forgotten after a lead is researched and created.
- Keep campaign audiences current
- Reduce campaign setup work
- Preserve intent based segmentation
Setup
Build it in a few focused steps.
- 1Connect Cloro and Salesforce once in Notis.
- 2Create the automation and state the campaign selection criteria.
- 3Tell Notis to add each matching Salesforce lead to the appropriate campaign.
- 4Choose notis_webhook as the trigger.
- 5Choose a report channel and test with one qualifying lead.
Questions about this workflow
Can one lead be added to different campaigns?
Yes, if your instruction and Salesforce data support multiple campaign memberships.
What if the campaign is missing?
Ask Notis to report the missing campaign instead of creating an unintended membership.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloro to Salesforce. A trigger fires from one place; an action lands in another.
Cloro 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.
Cloro and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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