Save Brightdata company research on Salesforce accounts
Bring the useful parts of company research into the account record your team already uses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Account context gets lost when research lives in browser tabs, documents, and chat threads.
- Keep research beside the Salesforce record.
- Summarize findings into a quick account brief.
- Make account preparation easier to pick up later.
Setup
Build it in a few focused steps.
- 1Connect Brightdata and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the company to research and ask Notis to attach a concise note to the matching Salesforce account.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real company that has a matching Salesforce account.
Questions about this workflow
Does this create an account if none matches?
No. This workflow is for adding a note to a matching account. Ask Notis to report unmatched companies so they can be reviewed.
What can the note contain?
Tell Notis what matters, such as company description, recent public developments, and source context returned by Brightdata.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brightdata to Salesforce. A trigger fires from one place; an action lands in another.
Brightdata 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.
Brightdata and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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