Connect Salesforce to Brevo
When something happens in Salesforce, Notis takes the next step in Brevo. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Salesforce to Brevo
Flag email campaigns for new Salesforce leads
When a Salesforce lead is created, have Notis review the relevant Brevo email campaign and update it with the lead context you specify.
Align Brevo campaigns with opportunity changes
Use Salesforce opportunity changes to prompt Notis to review and update a Brevo email campaign according to your sales and marketing guidance.
Create Brevo company records from Salesforce accounts
When a Salesforce account is created or updated, use Notis to decide whether its context warrants creating a Brevo company record.
Check Brevo for each new Salesforce contact
When Salesforce creates a contact, have Notis check whether that contact already exists in Brevo using the available email or mobile details.
Remove Brevo contacts after Salesforce contact updates
Use a Salesforce contact update to prompt a deliberate Brevo contact deletion when your instruction and available context call for removal.
Review Brevo campaigns after Salesforce tasks complete
When a Salesforce task is completed, have Notis list Brevo email campaigns so you can review the campaigns relevant to that completed work.
Get a scheduled Brevo email template inventory
On a recurring schedule, have Notis retrieve Brevo email templates and report the inventory for a review you describe.
Review recently changed Brevo contacts on a schedule
Have Notis periodically retrieve Brevo contacts changed in a time window you specify and send a concise review report.
Review Brevo SMS campaign status regularly
On a schedule, have Notis retrieve Brevo SMS campaigns for the statuses and dates you want to review.
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Brevo. A trigger fires from one place; an action lands in another.
Salesforce triggers
Brevo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create a company
This tool allows you to create a new company in your brevo account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create or Update Email Template
This tool creates a new email template or updates an existing one in brevo. if a 'templateid' is provided, it performs an update; otherwise, it creates a new template.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create SMS Campaign
This tool allows you to create a new sms campaign in brevo. you can specify the campaign name, sender, content, recipients (by providing list ids, exclusion list ids, or segment ids), and optionally schedule the campaign for a specific time. you can also enable unicode characters, add an organization prefix, and include unsubscribe instructions.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete a company
Deletes a company from brevo using its unique identifier.
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.
Delete Contact
Deletes a contact from brevo using its unique identifier.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Email Template
This tool deletes an inactive email template from brevo. you need to provide the 'templateid' of the email template you want to delete. only inactive templates can be deleted.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete SMS Campaign
This tool deletes an existing sms campaign.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Find Contact
This tool checks if a contact exists in brevo. it searches for a contact using either an email address or mobile number, with the email being prioritized if both are provided.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Salesforce and Brevo
Connect any two apps with Notis in the middle.
Salesforce and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brevo.