Prepare a public research brief for open opportunities
Before your regular pipeline review, bring public-site findings together with the Salesforce opportunities that need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Preparing for pipeline conversations can mean reopening the same websites and CRM records, often with little time to connect the dots.
- Gather fresh public context before a pipeline review.
- See opportunity details alongside related research findings.
- Send the brief to a chosen report channel for easy review.
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, specify the public sources to research and ask Notis to summarize relevant Salesforce opportunities alongside the returned findings.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real opportunity and check that the brief uses only available public and Salesforce data.
Questions about this workflow
Does the workflow update opportunities?
No. It lists opportunity information and prepares a research brief in the run report.
Can it know what is new since the prior run?
Only if the source provides change history or you supply a baseline. Otherwise, ask for a current snapshot and do not assume historical changes.
What happens if public research has no useful result?
The report can state that the requested research returned no relevant findings and still provide the available opportunity context.
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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