Connect event scans to Salesforce campaigns
When a known lead checks in, record the campaign engagement in Salesforce while the interaction is fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add lead to campaign
Add a lead to a campaign to track engagement.
Why this helps
Event check-ins can be recorded in one place while campaign engagement remains missing from Salesforce.
- Record campaign engagement from a check-in
- Avoid manually searching for the lead after an event
- Keep campaign membership tied to the supplied Salesforce IDs
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 the scanned Salesforce lead to the specified Salesforce campaign when both IDs are supplied and the scan qualifies as campaign engagement.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real check-in containing valid lead and campaign IDs.
Questions about this workflow
What information does this workflow need?
It needs the Salesforce lead ID and campaign ID. Ensure the IDs are available in the scan request or otherwise supplied to Notis.
Does this create a new lead?
No. This Salesforce action adds an existing lead to a campaign.
What if the IDs are missing or invalid?
Instruct Notis to skip the action and report the missing or invalid reference for review.
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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