Add document related contacts to Salesforce campaigns
Connect a customer contact to the campaign that fits the document activity you are handling.
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
A contact related to a document exchange can be missed when campaign enrollment requires a separate CRM step.
- Add a specified contact to a specified Salesforce campaign.
- Keep campaign engagement connected to the document context.
- Avoid a separate manual campaign member step.
Setup
Build it in a few focused steps.
- 1Connect CloudPDF and Salesforce once in the Notis portal.
- 2Create an automation named for contact campaign enrollment.
- 3Tell Notis to add the contact and campaign identified in the webhook request when the supplied CloudPDF context indicates a fit.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with valid Salesforce contact and campaign IDs.
Questions about this workflow
What does the request need to include?
Include valid Salesforce IDs for the contact and campaign, along with the CloudPDF context for the enrollment decision.
Does CloudPDF offer an event trigger for this?
No CloudPDF trigger events are listed. A Notis webhook request starts the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CloudPDF to Salesforce. A trigger fires from one place; an action lands in another.
CloudPDF 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.
CloudPDF and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.