Turn new Salesforce leads into Campayn contacts
New leads can join your Campayn prospect list without a separate copy-and-paste step.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create Contact
Tool to create a new contact in a specific list. use when you need to add a contact after gathering details.
Why this helps
Leads sit outside your email outreach while you switch between Salesforce and Campayn to transfer their details.
- Reduce manual lead entry across apps.
- Keep new prospects ready for outreach.
- Choose the Campayn list in your instruction.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Campayn in the Notis portal once.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to create a Campayn contact for each new Salesforce lead and name the destination list.
- 4Pick the New Lead trigger and choose where run reports should go.
- 5Test with one real lead and confirm the contact appears in Campayn.
Questions about this workflow
Can I choose which Campayn list receives the lead?
Yes. Name the destination list in your instruction. The workflow uses Campayn's Create Contact action, which creates a contact in a specific list.
Does this trigger on existing leads being edited?
No. It uses Salesforce's New Lead Trigger, which fires when a new Lead is created.
How do I check whether the automation ran?
Choose a report channel during setup and check the run report after testing with a real lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Campayn. A trigger fires from one place; an action lands in another.
Salesforce triggers
Campayn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Tool to create a new contact in a specific list. use when you need to add a contact after gathering details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Contact
Tool to delete a specific contact. use when you need to remove a contact permanently after confirming it should be deleted. example: "delete contact 123".
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete List
Tool to delete a specific contact list. use when cleaning up unused lists after confirming they are no longer needed. example: "delete list 123".
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete webform
Tool to delete a specific webform. use when removing outdated or unnecessary webforms after confirming they are no longer needed. example: "delete webform 123".
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Get Contact
Tool to retrieve a specific contact by id. use when you need to fetch full contact details after confirming the contact id.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Contacts
Tool to retrieve all contacts in a specified list. use when you need to fetch list contacts after confirming list id.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get List
Tool to retrieve a specific contact list by id. use when you need to fetch list details like name, tags, and contact count after knowing the list id.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Lists
Tool to retrieve all contact lists. use when you need to fetch available lists before performing list-specific actions. example prompt: "list all my contact lists".
Connect any two apps with Notis in the middle.
Salesforce and Campayn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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