Keep Bannerbite creative context with its Salesforce record
Put the creative reference where the account, opportunity, or lead is already being tracked.
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
Sales and creative teams lose time searching separate tools for the asset and brief connected to a Salesforce record.
- Store the project context supplied in the webhook with the relevant record.
- Make creative references easier to find during sales follow-up.
- Avoid copying briefs into notes by hand.
Setup
Build it in a few focused steps.
- 1Connect Bannerbite and Salesforce once in the Notis portal.
- 2Create an automation for attaching creative context to Salesforce records.
- 3Tell Notis to create a note from the supplied project and asset details and attach it to the Salesforce record id in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a real request containing a valid Salesforce record id and creative context.
Questions about this workflow
Which Salesforce records can receive the note?
Use a valid record id that Salesforce accepts for a note. Include the id and the creative context in the webhook request.
Can Notis retrieve asset details from Bannerbite automatically?
This trigger is a Notis webhook, so the request must include the Bannerbite project or asset information you want included in the note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bannerbite to Salesforce. A trigger fires from one place; an action lands in another.
Bannerbite 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.
Bannerbite and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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