Keep campaign context with the Salesforce record
Put the campaign details your team needs where they already review the customer or prospect record.
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
Useful campaign context can be separated from the Salesforce record that sales checks before a conversation.
- Attach relevant Braze context to a Salesforce record.
- Keep campaign details available during later review.
- Avoid re-entering the same context by hand.
Setup
Build it in a few focused steps.
- 1Connect Braze and Salesforce once in the Notis portal.
- 2Create a Notis automation named for the campaign context handoff.
- 3Tell Notis to create a Salesforce note on the record identified in the webhook, using the supplied campaign context.
- 4Choose the webhook trigger and report channel, then test with one real example.
Questions about this workflow
What information must the webhook include?
Include the Salesforce record identifier and the campaign context you want saved. Notis cannot infer missing details.
Can the note be attached to any Salesforce record?
The note action attaches a note to a Salesforce record. Ensure the request identifies an existing, valid record.
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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