Save Browse AI research as a Salesforce record note
Keep useful web research beside the Salesforce account, lead, contact, or opportunity it relates to.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Research often ends up separated from the CRM record that teammates need to see it alongside.
- Keep source findings close to a relevant CRM record.
- Preserve a concise summary and source URL for later review.
- Avoid pasting the same research into separate notes.
Setup
Build it in a few focused steps.
- 1Connect Browse AI and Salesforce once in Notis.
- 2Create a named automation from any channel or in Automations, New Automation.
- 3In one instruction, ask Notis to summarize submitted research and create a Salesforce note on the supplied existing record ID.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real research summary and confirm the note is attached to the intended record.
Questions about this workflow
Can Notis choose the record automatically?
The workflow should use a record ID supplied with the webhook or made unambiguous in your instruction. It should not guess which Salesforce record to update.
What should the request contain?
Include a summary or findings, the source URL, and the Salesforce record ID the note belongs to.
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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