Create Salesforce campaigns from CloudPDF launch details
Capture a document related launch plan as a campaign your team can track in Salesforce.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
Campaign details shared around a document workflow can stay in messages instead of becoming a trackable Salesforce campaign.
- Create a Salesforce campaign from supplied launch details.
- Keep campaign planning visible in Salesforce.
- Reduce manual re-entry of campaign information.
Setup
Build it in a few focused steps.
- 1Connect CloudPDF and Salesforce once in the Notis portal.
- 2Create an automation named for campaign launch capture.
- 3Tell Notis to create a Salesforce campaign from the details included in the webhook request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with a real request containing campaign name and other required organization fields.
Questions about this workflow
Does a CloudPDF event automatically provide campaign details?
No CloudPDF trigger events are listed. Include the campaign details in the HTTP request that starts the Notis webhook.
Can I track campaign participants with this action?
This action creates a campaign. Adding contacts or leads requires a separate workflow using the corresponding campaign member action.
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
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