Create a Salesforce lead from browser research
Research a prospect in Anchor browser and send the useful details straight to Salesforce.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Prospect research gets lost between browser tabs and Salesforce, leaving follow-up to memory.
- Keep confirmed prospect details with your sales records.
- Reduce retyping after researching a company or person.
- Start with a clear lead record for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Anchor browser and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In plain language, tell Notis to research the specified prospect and create a Salesforce lead using only confirmed details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect and review the created lead.
Questions about this workflow
What starts this workflow?
An HTTP request starts the Notis webhook. The request should identify the prospect or provide the research task for Anchor browser.
Will it guess missing lead details?
Tell Notis to use only details found and verified during research. Any required information it cannot confirm should be reported as missing.
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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