Carry Salesforce account context into Brevo companies
Have Notis turn account changes into a considered Brevo company record workflow.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Create a company
This tool allows you to create a new company in your brevo account.
Why this helps
Company details can become scattered between sales and marketing systems, making it harder to keep a shared view of organizations.
- Reduce duplicate company entry
- Keep company setup connected to account activity
- Apply your own criteria before creating a company
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Brevo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis in one instruction when an account change should lead to a Brevo company record.
- 4Pick the Salesforce Account Created or Updated trigger and choose where run reports should go.
- 5Test with one real Salesforce account event and review the Brevo company result.
Questions about this workflow
Does this keep the company record updated after creation?
The listed action creates a company. It does not update an existing Brevo company.
Can I prevent duplicate company records?
Include duplicate checks in your instruction and provide enough context to identify a company. The available actions include listing companies and retrieving details, but creation itself does not promise deduplication.
When this happens · Trigger
Do this · Action
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.
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
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