Turn Braze company handoffs into Salesforce accounts
Capture the company behind an engagement signal in Salesforce so your team has a shared place to continue.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
A company that matters to a sales conversation can remain only in campaign context instead of the CRM.
- Create an account from company details included in a request.
- Reduce manual CRM entry for company handoffs.
- Keep company follow-up in Salesforce.
Setup
Build it in a few focused steps.
- 1Connect Braze and Salesforce once in the Notis portal.
- 2Create a Notis automation for company handoffs.
- 3Tell Notis to create a Salesforce account from qualifying webhook requests using the supplied company information.
- 4Choose the webhook trigger and report channel, then test with one real example.
Questions about this workflow
What information is required?
At minimum, include the account name. Additional fields depend on your Salesforce organization's configuration.
Will this check for an existing account first?
The listed create action creates an account. If you need duplicate checking, define the lookup process and required details in the prompt, or review records before creating.
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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