Put campaign context beside the opportunity
Give deal owners a concise view of relevant Brevo activity right on the Salesforce opportunity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Deal conversations are harder to prepare for when marketing engagement is not visible alongside the opportunity.
- Keep relevant campaign context near the deal
- Prepare for sales conversations with less app switching
- Create a durable note for the opportunity record
Setup
Build it in a few focused steps.
- 1Connect Brevo and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the campaign context to attach to the opportunity.
- 3Choose a webhook as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real campaign request and an existing Salesforce opportunity.
Questions about this workflow
Does this update opportunity fields?
No. It creates a note attached to the opportunity.
What details should be sent to the webhook?
Include the campaign context and enough information to identify the existing Salesforce opportunity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brevo to Salesforce. A trigger fires from one place; an action lands in another.
Brevo 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.
Brevo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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