Attach BrainGraph findings to Salesforce records
Make the evidence behind a CRM decision easy to find later.
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
Research links and reasoning get lost across tabs, chats, and personal notes.
- Preserve source reasoning with the record
- Make handoffs easier
- Reduce repeated research
Setup
Build it in a few focused steps.
- 1Connect BrainGraph and Salesforce in Notis once.
- 2Create an automation named BrainGraph findings to Salesforce note.
- 3Tell Notis to create a note on the supplied Salesforce record with the finding, sources, and date.
- 4Choose the Notis webhook trigger and a report channel.
- 5Test with one finding and record id.
Questions about this workflow
Which Salesforce record can receive the note?
Provide an existing record id in the webhook payload or instruction.
Can the note include citations?
Yes, ask Notis to preserve the source references from BrainGraph.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BrainGraph to Salesforce. A trigger fires from one place; an action lands in another.
BrainGraph 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.
BrainGraph and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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