Review researched prospects against Salesforce leads
Set a recurring time to gather public prospect signals and check relevant Salesforce leads in one focused run.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Repeatedly researching prospects and checking CRM records by hand creates context switching and makes useful signals easy to miss.
- Run prospect research on a predictable schedule.
- Check public findings against Salesforce lead records.
- Keep review results in a run report without creating duplicate CRM records.
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, describe which public sites or prospect signals to research and ask Notis to review relevant Salesforce leads using the returned findings.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real example and confirm the report distinguishes known Salesforce leads from prospects needing review.
Questions about this workflow
Will this workflow create Salesforce leads?
No. It lists Salesforce leads for review and reports what the public research indicates; it does not create or update CRM records.
What information can it compare?
It can use returned public-site findings and fields available from Salesforce lead records. Any missing identifiers or comparison criteria should be supplied in the instruction.
How does the trigger run?
A Notis cron trigger runs the automation on the recurring schedule you choose.
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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