Create Salesforce accounts from Browse AI company research
Move a company from web research into Salesforce when the available evidence meets your criteria.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
Manually moving company research into the CRM adds friction and can leave qualified businesses out of the pipeline.
- Capture qualified companies in Salesforce promptly.
- Apply clear criteria before creating an account.
- Use submitted facts instead of filling gaps with assumptions.
Setup
Build it in a few focused steps.
- 1Connect Browse AI and Salesforce once in Notis.
- 2Create an automation from any channel or in Automations, New Automation, and name it.
- 3Tell Notis what company evidence qualifies and to create a Salesforce account using only the supplied company details.
- 4Choose the Notis webhook trigger and choose where run reports should go.
- 5Test with one real company submission and inspect the resulting account.
Questions about this workflow
Will this prevent duplicate accounts?
The create action creates an account. If duplicate prevention matters, include an explicit lookup and decision process in the automation instructions, or review the record before creating it.
Can it fill in missing company information?
Notis can use submitted information. Any facts that Browse AI did not return must be supplied separately rather than inferred.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Browseai to Salesforce. A trigger fires from one place; an action lands in another.
Browseai 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.
Browseai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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