Turn Browse AI findings into Salesforce follow-up tasks
When a site change or finding needs a person to act, put the next step in Salesforce with the source details attached.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Monitoring alerts are easy to read and then lose track of when the next step lives outside the CRM.
- Turn actionable findings into trackable CRM work.
- Include the submitted page and finding details in the task context.
- Keep routine or non-actionable findings from creating unnecessary tasks.
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.
- 3Tell Notis to review submitted Browse AI findings and create a Salesforce task only when a human follow-up is warranted, including the source URL and finding summary.
- 4Choose the Notis webhook trigger and select a report destination.
- 5Test with one real finding and check the task details in Salesforce.
Questions about this workflow
Does this monitor a website by itself?
No Browse AI trigger is listed. A Notis webhook request must start the automation with the finding details.
Can it assign a task to a particular person?
Use an assignee only when the request or your instruction provides a valid Salesforce user or contact reference. Do not rely on guessed identities.
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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