Create Salesforce contacts from Browse AI research
Capture a person worth knowing from website research and put their contact record where your team works.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Useful contact details found during research can stay stranded in notes instead of becoming accessible Salesforce records.
- Create contact records from submitted research.
- Avoid guessing an account relationship when none is provided.
- Keep research and CRM entry in one lightweight workflow.
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.
- 3In one instruction, ask Notis to create Salesforce contacts from submitted person details and associate an account only when a valid account ID is included.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real contact example and review the created record.
Questions about this workflow
Can the workflow find an account from a company name?
The listed action creates a contact and can associate it with an account when an account ID is provided. Do not assume a company name alone resolves to a valid account.
What is required to create a contact?
Provide at least the contact's last name. Include other details only when they are available in the Browse AI submission.
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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