Turn Braze contact handoffs into Salesforce records
Capture the contact details in a Braze handoff directly in Salesforce for easier account follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Contact details collected during engagement can require repetitive re-entry before sales can use them.
- Create a Salesforce contact from supplied webhook details.
- Reduce copy and paste during contact handoff.
- Keep new contact records available in the CRM.
Setup
Build it in a few focused steps.
- 1Connect Braze and Salesforce once in the Notis portal.
- 2Create a Notis automation for contact handoff.
- 3Tell Notis to create a Salesforce contact from qualifying webhook requests and use only the details supplied.
- 4Choose the webhook trigger and report channel, then test with one real example.
Questions about this workflow
What if the contact's last name is missing?
Salesforce requires a last name for a contact. Include it in the request or have Notis report the incomplete handoff.
Can it associate the contact with an account?
Include an existing Salesforce account identifier in the request if the contact should be associated with that account.
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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