Bring customer brand context into opportunity prep
Use opportunity changes as a prompt to retrieve the associated company's logos, colors, and fonts before preparing customer-facing materials.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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.
Why this helps
Preparing a proposal or meeting often means searching for the customer's correct brand assets after the opportunity has already moved forward.
- Start proposal preparation with a brand reference at hand.
- Retrieve identity details when opportunity context changes.
- Reduce repeated searches for customer logos and colors.
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 opportunity brand preparation.
- 3Tell Notis to use the associated account's domain to retrieve brand identity details from Brandfetch.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports go.
- 5Test with one real opportunity linked to an account with a known domain.
Questions about this workflow
Does every opportunity have enough information for a lookup?
The associated company needs a usable domain or brand identifier. Instruct Notis to flag missing identifiers rather than guess.
Does this generate a proposal?
No. It retrieves brand identity details that can support proposal preparation.
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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