Review campaign fit with fresh Cloro research
Keep campaign plans connected to what prospects and markets are showing now.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List campaigns
Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Campaign assumptions age quickly while the CRM continues to reflect old segments.
- Catch stale campaign assumptions
- Improve audience targeting
- Prepare sharper campaign decisions
Setup
Build it in a few focused steps.
- 1Connect Cloro and Salesforce once in Notis.
- 2Create an automation and explain the campaign fit questions to answer.
- 3Tell Notis to list Salesforce campaigns relevant to current Cloro findings and summarize gaps.
- 4Select notis_cron and set the cadence.
- 5Choose a report channel and test with one review.
Questions about this workflow
Does this edit campaign records?
It uses List campaigns for review and recommendations; specify a write action separately if changes are approved.
Can it review multiple campaigns?
Yes. Define the campaign scope and comparison criteria in the prompt.
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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