Start a Salesforce campaign from a Cloudcart promotion brief
Keep promotion planning moving by turning a Cloudcart campaign brief into a Salesforce campaign your team can track.
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
Promotion details can be split between commerce planning and campaign tracking, causing duplicate setup work.
- Carry promotion details into Salesforce campaign tracking.
- Reduce repeated campaign setup work.
- Create a campaign from information your team already prepared.
Setup
Build it in a few focused steps.
- 1Connect Cloudcart and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Salesforce campaign from the promotion details provided in each request, using the supplied campaign name and available values.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real promotion brief and review the campaign.
Questions about this workflow
What campaign details should I provide?
Include a campaign name and any dates, type, status, or other values required by your Salesforce setup.
Does this add customers to the campaign?
No. This workflow creates the campaign record. Adding leads or contacts requires a separate action and their Salesforce identifiers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudcart to Salesforce. A trigger fires from one place; an action lands in another.
Cloudcart 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.
Cloudcart and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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