Move Braze deal signals into Salesforce opportunities
Give a promising deal signal a home in Salesforce with an opportunity created from the handoff details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Deal context can be lost when a prospect shows intent in Braze but the opportunity is never entered in Salesforce.
- Create a Salesforce opportunity from supplied deal context.
- Give the sales team a CRM record to review and progress.
- Reduce manual entry for qualified handoffs.
Setup
Build it in a few focused steps.
- 1Connect Braze and Salesforce once in the Notis portal.
- 2Create a Notis automation for qualified opportunity handoffs.
- 3Tell Notis which webhook requests represent a deal and to create a Salesforce opportunity from their supplied details.
- 4Choose the webhook trigger and report channel, then test with one real example.
Questions about this workflow
Can the workflow fill in missing opportunity details?
Notis can only use details provided in the request or otherwise returned by the apps. Supply the information your Salesforce setup requires.
Does this create an account too?
No. The listed action creates an opportunity. Include a valid existing account identifier when your process requires associating one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Braze to Salesforce. A trigger fires from one place; an action lands in another.
Braze 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.
Braze and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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