Bring Salesforce notes and web context together
Get the CRM history and current research into one report before your next customer conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List notes
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Preparing for a conversation means checking multiple places and piecing together old notes by hand.
- Gather existing notes and current web context in one place.
- Make preparation quicker before a customer conversation.
- Keep facts, old notes, and new findings distinct.
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 name it for conversation preparation.
- 3Tell Notis which person or company to research, which Salesforce notes to retrieve, and how to organize the summary.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real account or contact and review the summary.
Questions about this workflow
Will it create a new note?
No. This workflow retrieves existing Salesforce notes and returns a summary.
Can it tell what has changed since the last review?
Only if a prior baseline is supplied or the apps provide the needed dated history. Otherwise it should summarize the current information.
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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