Automate Campaign Creation for GitHub Merges
Major PR merged? Salesforce creates a campaign automatically. Launch coordination happens without manual setup.
Trigger
Pull Request State / Properties Changed
Triggers when a specific GitHub pull request changes any of these tracked properties: state (open/closed), title, body, draft status, lock status, merge status, assignees, labels, requested reviewers, or milestone. The payload includes the full current PR details, the list of changed field names, and their previous values.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
A significant feature is merged to main. It's a big deal for your product roadmap. But sales and marketing don't hear about it automatically. They're still promoting the old feature set. By the time they learn about the new capability, the launch window is closed.
- Major merges automatically trigger campaign creation
- Sales and marketing are coordinated on product updates
- Enables timely launch campaigns
- Reduces manual handoff between engineering and go-to-market
Setup
Build it in a few focused steps.
- 1Connect GitHub and Salesforce to Notis.
- 2Create an automation named 'Merged PRs to Campaigns'.
- 3Set the prompt to: 'When a pull request with the label "feature" or "launch" is merged to main, create a campaign in Salesforce with the PR title as the campaign name and the PR description as campaign notes. Set the campaign status to "Planned".'
- 4Select 'GitHub: Pull Request State / Properties Changed' as the trigger.
- 5Merge a test PR and confirm the campaign appears in Salesforce.
Questions about this workflow
Should I create campaigns for all merges or just features?
Notis can filter by labels. Tell it to only create campaigns for PRs labeled 'feature' or 'launch' to avoid noise.
Can I automatically add contacts to the campaign?
Not automatically, but Notis can create the campaign ready for you to add contacts. You can then use Salesforce's campaign tools for outreach.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GitHub to Salesforce. A trigger fires from one place; an action lands in another.
GitHub triggers
Salesforce actions
New Workflow Artifact Created
Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.
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.
Branch Changed
Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Check Run Status / Conclusion Changed
Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.
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.
Check Suite Status / Conclusion Changed
Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.
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.
New Code Scanning Alert Created
Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
New Repository Collaborator Added
Triggers when a new collaborator is added to a GitHub repository. Monitors the full list of collaborators on a repository and fires an event for each newly added collaborator. The payload includes the collaborator's GitHub username, account ID, profile URL, avatar URL, permission flags (pull, triage, push, maintain, admin), and assigned role name.
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.
Commit Event
Triggered when a new commit is pushed to a repository.
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.
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When this happens · Trigger
Do this · Action
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