Capture company handoffs with the legacy account action
For an existing process that depends on the legacy Salesforce account endpoint, route supplied company details from Braze through Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Some existing CRM processes still depend on a legacy account creation action and its organization-specific prerequisites.
- Support an existing process that explicitly depends on the legacy account action.
- Use company information supplied by the webhook.
- Keep the handoff tied to a Notis run report.
Setup
Build it in a few focused steps.
- 1Connect Braze and Salesforce once in the Notis portal.
- 2Create a Notis automation for the existing legacy account process.
- 3Tell Notis to use the legacy account creation action only for the qualifying handoff and supplied company details.
- 4Choose the webhook trigger and report channel, then test with one real example.
Questions about this workflow
Should I choose this over the standard account action?
Use this only if your established process specifically requires the deprecated action. The standard create account action is available for new workflows.
Are there special prerequisites?
Yes. The legacy action requires a name, and some fields may depend on organization-level setup.
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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