Create Salesforce contacts from web research
Turn a useful person you find online into a contact record while the context is still open.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Names and useful context disappear into tabs, notes, and follow-up reminders before they reach Salesforce.
- Keep researched people in one place.
- Reduce manual entry after browsing.
- Capture only details supported by the research.
Setup
Build it in a few focused steps.
- 1Connect Anchor browser and Salesforce once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis to research the specified person and create a Salesforce contact with confirmed details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real person and check the contact record.
Questions about this workflow
Will it connect the contact to an account?
Ask Notis to associate it only when it can identify the correct existing account. Otherwise, it should report that the association needs review.
What if the person's details are private?
The workflow can only use information Anchor browser can access. Instruct Notis to avoid filling gaps with assumptions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anchor browser to Salesforce. A trigger fires from one place; an action lands in another.
Anchor browser 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.
Anchor browser and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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