Move high-intent Braze prospects into Salesforce
When a prospect raises their hand in Braze, capture the details in Salesforce so your next step is easy to find.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Promising prospects can get buried between engagement campaigns and the sales pipeline.
- Create a Salesforce lead from a Braze webhook payload.
- Keep prospect follow-up in the CRM your team already uses.
- Reduce manual copying between engagement and sales tools.
Setup
Build it in a few focused steps.
- 1Connect Braze and Salesforce once in the Notis portal.
- 2Create an automation in Notis and name it for the prospect handoff.
- 3Tell Notis to create a Salesforce lead from each qualifying Braze webhook, using only details included in the request.
- 4Choose the webhook trigger and a report channel, then test with one real example.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Configure Braze to send the relevant prospect details to that webhook.
What if the webhook does not include company or last name?
Salesforce lead creation may require those details. Supply them in the request or have Notis flag the incomplete request for review.
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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