Review Salesforce accounts with available web research
Keep company context current by reviewing CRM accounts alongside website findings that are available to your automation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Account research gets stale when nobody has a simple recurring moment to compare it with the CRM.
- Create a repeatable account research checkpoint.
- Highlight possible changes for human verification.
- Keep recommendations tied to information actually supplied.
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 list Salesforce accounts and summarize relevant differences found in Browse AI research available to it, with source details for review.
- 4Choose the Notis cron trigger, set the schedule, and select where run reports should go.
- 5Test with one real account and verify each reported difference has supporting research.
Questions about this workflow
Does this automatically monitor account websites?
The available Salesforce action lists accounts, but Browse AI has no listed trigger event here. Research must be available to the automation or submitted separately.
Will the workflow edit account fields?
No. The selected action lists accounts for review. It does not update them.
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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