Record scanned contacts as campaign members
Turn a known contact's scan into campaign engagement in Salesforce with one prompt-based automation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add contact to campaign
Add a contact to a campaign to track engagement.
Why this helps
Campaign records can miss real-world engagement when check-ins are not carried back into Salesforce.
- Keep event engagement connected to campaign records
- Avoid manual campaign membership updates
- Use the scan and supplied Salesforce IDs to decide when to act
Setup
Build it in a few focused steps.
- 1Connect Codereadr and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to add an existing Salesforce contact to the specified campaign when a qualifying scan includes valid contact and campaign IDs.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real scan containing valid contact and campaign IDs.
Questions about this workflow
Does this action create a contact?
No. It adds an existing contact to a Salesforce campaign. The contact and campaign IDs need to be supplied.
Can I limit it to certain scans?
Yes. State the qualification criteria in the prompt and make sure the scan request includes the information needed to apply them.
What happens if the record is already a campaign member?
The provided action description does not specify duplicate handling. Test with your Salesforce setup and review the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Codereadr to Salesforce. A trigger fires from one place; an action lands in another.
Codereadr triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Create a new account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort query job
Add contact to campaign
Add a contact to a campaign to track engagement.
Add lead to campaign
Add a lead to a campaign to track engagement.
Add product to opportunity
Add a product to an opportunity using its associated price book.
Apply lead assignment rules
Apply lead assignment rules to route a lead to its appropriate owner.
Associate contact to account
Associate a contact with an account, replacing any existing account association.
Clone opportunity with products
Clone an opportunity, optionally including its products.
Connect any two apps with Notis in the middle.
Codereadr and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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