Keep campaign creative context with the Salesforce campaign
Put the brief, render details, and campaign context where the team already tracks the campaign.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Creative decisions and asset links get separated from the Salesforce campaign they support.
- Keep the creative brief and asset reference beside the campaign.
- Make campaign context easier for teammates to find.
- Reduce searching across creative and CRM tools.
Setup
Build it in a few focused steps.
- 1Connect Bannerbear and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to add a note to the Salesforce campaign identified in each webhook request, including the supplied creative brief and asset reference.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real campaign creative request as a test and review the campaign note.
Questions about this workflow
What information should the webhook include?
Include a campaign identifier that Notis can use to locate the Salesforce campaign, plus the creative brief and asset reference to save.
Will this create a Salesforce campaign?
No. It adds a note to an identified campaign record.
Can it store the image itself?
The workflow records the supplied asset reference and context in a note. Include a usable link in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bannerbear to Salesforce. A trigger fires from one place; an action lands in another.
Bannerbear triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Bannerbear and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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