Bring current website context into opportunity review
Review pipeline records with relevant information gathered from the companies' websites.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Pipeline reviews can rely on stale notes when nobody has time to revisit each prospect's website.
- Pair company research with pipeline records
- Make recurring reviews more informative
- Reduce manual website revisits
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which company sites to inspect and to summarize findings alongside the Salesforce opportunity list.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and review the opportunity context returned.
Questions about this workflow
Does this change opportunity fields?
No. It lists opportunities and prepares a review using website findings. It does not update Salesforce records.
How does Notis know which sites to inspect?
Name the companies or website URLs in the instruction or provide them as part of the configured research scope.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Salesforce. A trigger fires from one place; an action lands in another.
Agentql triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Agentql and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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