Launch Campaigns Automatically Every Week
Notis can create new campaigns in Salesforce on a schedule—ensuring consistent outreach waves without manual campaign setup every time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
You plan weekly outreach campaigns but manually creating them in Salesforce every time is friction. Some weeks you skip it because it's tedious.
- Automatically creates new campaigns every week without manual work
- Maintains consistent outreach cadence and messaging
- Eliminates friction from campaign setup and ensures campaigns always launch
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2Create an automation with the prompt: 'Every Monday morning, create a new Salesforce campaign named Weekly Outreach with this week's theme.'
- 3Select 'Schedule' as your trigger and set it to run weekly.
- 4Verify that campaigns are created in Salesforce every scheduled run with your planned structure.
Questions about this workflow
Can Notis use different campaign names or themes each week?
Yes. Notis can read from a file or prompt to vary campaign names and themes week-to-week—e.g., 'Monday Week Outreach, Wednesday Follow-up.'
Can I configure campaign fields like budget or duration?
Absolutely. Include those details in your automation prompt and Notis will populate them consistently across all scheduled campaigns.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Salesforce. A trigger fires from one place; an action lands in another.
Gmail triggers
Salesforce actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Not just Gmail and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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