Turn completed task notes into a brand lookup
When a Salesforce task is completed, Notis can search Brandfetch for a brand name that appears in the task information and return a useful match.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Search Brands
This tool allows searching for brands by name and returns matching brand information. it enables searching and matching brand names to their corresponding urls and icons, providing rich autocomplete experiences.
Why this helps
Useful company names captured in task notes can be hard to revisit when you later need the right brand reference.
- Reuse company names already captured in task information.
- Get matching brand suggestions from Brandfetch.
- Make completed follow-up notes easier to act on.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Brandfetch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for task note brand searches.
- 3Tell Notis to search Brandfetch for an explicit company or brand name in the task details and report when none is present.
- 4Pick the Salesforce Task Created or Completed trigger, using its completion option if available, and choose a report channel.
- 5Test with one real completed task that includes a company name.
Questions about this workflow
Will Notis infer a company name if the task has none?
The instruction should ask Notis to search only when an explicit company or brand name is present. Otherwise it can report that the task did not include one.
Can this trigger on tasks that are created too?
The Salesforce event can trigger on task creation or when status changes to Completed. Specify the intended behavior in your trigger choice and instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Brandfetch. A trigger fires from one place; an action lands in another.
Salesforce triggers
Brandfetch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Information
This tool retrieves comprehensive brand information including logos, colors, fonts, and company details for any brand using their domain name, brand id, isin, or stock ticker symbol. it provides access to a brand's complete visual identity and company information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Company Information
This action retrieves detailed company information for a given brand identifier. while the brandfetch get brand info tool provides general brand information, this tool specifically focuses on extracting and returning the company-related firmographic data from the response.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get Brand Logo
This tool fetches the latest logo for any brand using brandfetch's brand api. it provides access to high-quality, up-to-date logos with customizable dimensions. the tool supports different logo types (icon, logo, symbol) and themes (light, dark).
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Transaction Info
This tool converts payment transaction labels into detailed merchant brand information. it takes a transaction label (like what you see on your credit card statement) and returns comprehensive brand data (including logos, colors, fonts, and company information). it is useful for identifying merchants and enriching transaction data with detailed brand information.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Identify Merchant from Transaction
This tool identifies merchant brands from raw transaction data in a single call. it processes unstructured payment text (e.g., credit card transaction descriptions), maps it to a domain, and returns comprehensive brand details including name, logo, domain, and industry information.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Search Brands
This tool allows searching for brands by name and returns matching brand information. it enables searching and matching brand names to their corresponding urls and icons, providing rich autocomplete experiences.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Brandfetch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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