Connect researched leads to Salesforce campaigns
Give Notis a page plus the Salesforce lead and campaign references to record the campaign engagement.
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
A lead may be ready for campaign follow-up while its research and campaign context live in separate places.
- Record campaign engagement without switching between research and CRM
- Keep the page context available in the run report
- Avoid enrolling the wrong lead or campaign
Setup
Build it in a few focused steps.
- 1Connect Cloudflare browser rendering and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to inspect the submitted page and add the specified existing Salesforce lead to the specified campaign only when both IDs are provided and valid.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real page and existing Salesforce lead and campaign references.
Questions about this workflow
Does this create a lead or campaign?
No. It adds an existing lead to an existing campaign. Supply the Salesforce IDs in the webhook request.
What does the page inspection contribute?
It provides context for deciding whether the requested campaign action is appropriate. Notis should report uncertainty instead of enrolling based on unsupported assumptions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudflare browser rendering to Salesforce. A trigger fires from one place; an action lands in another.
Cloudflare browser rendering 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.
Cloudflare browser rendering and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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