Turn a market brief into a campaign
Move from research to a trackable campaign by asking Notis to create a campaign from the details your team has assembled.
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.
Why this helps
Market insights can sit in documents without becoming a concrete, trackable campaign.
- Translate research into a CRM campaign
- Keep campaign creation request-driven
- Reduce repeated manual entry
Setup
Build it in a few focused steps.
- 1Connect Cody and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the campaign outcome and the details Notis should gather from Cody or the request before creation.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one complete campaign brief.
Questions about this workflow
Does this workflow send campaign messages?
No. The listed action creates a Salesforce campaign record.
Where should campaign details come from?
Use details supplied in the webhook request or supported by Cody knowledge, and instruct Notis to report gaps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cody to Salesforce. A trigger fires from one place; an action lands in another.
Cody 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.
Cody and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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