Make Brevo opt-outs visible to the right team
When opt-out details arrive at Notis, create a Salesforce task to review the related record and outreach plan.
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
Opt-out context can be overlooked when the marketing platform and CRM are checked separately.
- Make opt-out review a visible Salesforce task
- Keep the reason and context with a follow-up item
- Reduce missed checks across separate tools
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 review task to create when opt-out details arrive.
- 3Choose a webhook as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real opt-out example and a matching Salesforce record.
Questions about this workflow
Does this change a Salesforce lead's status or email preferences?
No. It creates a task for review. The available Salesforce actions do not include updating those fields.
What information should the webhook include?
Include the opt-out context and enough information to identify the related Salesforce record.
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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