Review Salesforce campaigns with event context
Keep event research and campaign review together in one scheduled report.
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 planning details can sit in event pages while the related campaign records remain in Salesforce.
- Bring event details into campaign review
- Reduce manual browsing before planning sessions
- Keep the page list and Salesforce campaign records together
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 which event pages to inspect and to list Salesforce campaigns for review without inferring campaign performance.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real event page and review the campaign list.
Questions about this workflow
Does this create or update campaigns?
No. It lists Salesforce campaigns alongside research for your review.
Can it report campaign performance?
Only if the provided pages or Salesforce results contain performance information. This workflow does not assume metrics or baselines that are unavailable.
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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