Keep customer follow-ups moving from Breeze to Salesforce
Send a Breeze task or project update to Notis and create a Salesforce task with the relevant customer context and next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Customer follow-ups can get lost when project work lives in Breeze and relationship work lives in Salesforce.
- Carry task context into Salesforce without retyping it.
- Keep the customer next step visible alongside other Salesforce activity.
- Use the provided owner and due date when available.
Setup
Build it in a few focused steps.
- 1Connect Breeze and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, tell Notis to use incoming Breeze task details to create a Salesforce task with the customer context and next step.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real Breeze task update sent to the webhook.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Send the relevant Breeze task or project details in that request.
Does it guess a Salesforce contact or account?
Tell Notis to use an identifier included in the request. If there is no reliable match, have it flag the task for review instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Breeze to Salesforce. A trigger fires from one place; an action lands in another.
Breeze 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.
Breeze and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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