Bring completed Salesforce tasks into campaign review
Close a task and give Notis the cue to gather the Brevo campaign context you need next.
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
List Email Campaigns
This tool retrieves a list of all email campaigns associated with the user's brevo account. it allows filtering by campaign type, status, start date, and end date. the response includes the total count of campaigns and an array of campaign objects, each containing details like id, name, subject, type, status, scheduled date/time, sender information, and optionally, campaign statistics.
Why this helps
A completed sales task may call for campaign follow-up, but that next marketing check can get lost between tools.
- Connect completed work with campaign review
- Gather campaign context without switching tools manually
- Keep follow-up instructions close to the completed task
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 which completed tasks should prompt a Brevo campaign listing and review.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports should go.
- 5Test with one real Salesforce task completion and review the campaign report.
Questions about this workflow
Does this action update or send a campaign?
No. It lists email campaigns. The available action does not send a campaign.
Can I limit this to certain task subjects?
The Salesforce trigger supports optional filtering by task status or subject. Choose the trigger options that fit your process.
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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