Review Salesforce leads alongside Browse AI research
Use a recurring review to bring lead records and available website research into one focused follow-up pass.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Lead lists can grow faster than a founder can revisit each record and compare it with new research.
- Create a regular checkpoint for lead follow-up.
- Use available research to focus attention on records with useful new context.
- Surface missing research rather than treating it as a signal.
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 retrieve Salesforce leads and review them against Browse AI research available to the automation, reporting only evidence-backed follow-up candidates.
- 4Choose the Notis cron trigger and set a schedule, then select where run reports should go.
- 5Test with one real review and confirm the report distinguishes findings from missing data.
Questions about this workflow
Does the cron trigger run Browse AI robots?
No Browse AI trigger event is listed. This schedule starts the Notis automation; Browse AI research must be available to the automation or supplied separately.
Does this create or update leads?
This workflow lists leads for review and reports candidates. The listed action does not update lead records.
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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