Move researched prospects into Salesforce leads
Capture a promising prospect during web research, then let Notis create a Salesforce lead with the useful context you found.
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 details gathered during research often stay buried in tabs or notes instead of reaching the sales pipeline.
- Record a qualified prospect without switching from research to manual CRM entry.
- Keep the research context alongside the new lead.
- Use a webhook to start the workflow when your research process is ready.
Setup
Build it in a few focused steps.
- 1Connect Bright Data MCP and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to create a Salesforce lead from the prospect details and public research context in the incoming request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real prospect example and review the created lead.
Questions about this workflow
What starts this automation?
A Notis webhook starts it when an HTTP request is sent with the prospect details or research result.
Does Bright Data MCP provide a trigger event here?
No Bright Data MCP trigger events are listed for this workflow, so it uses a Notis webhook.
Can the workflow infer missing lead details?
Notis can use the returned public research, but details that are absent should be included in the request or left unspecified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bright Data MCP to Salesforce. A trigger fires from one place; an action lands in another.
Bright Data MCP 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.
Bright Data MCP and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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