Review Salesforce opportunities for relevant web signals
Bring current pipeline records and available website findings into a recurring review that points to the next conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Pipeline reviews take extra effort when web signals and opportunity records are checked in separate places.
- Bring external findings into a recurring pipeline review.
- Highlight only signals tied to listed opportunities.
- Make absent research visible instead of treating it as a negative signal.
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.
- 3Tell Notis to list Salesforce opportunities and compare them with Browse AI findings available to the automation, then report relevant evidence and suggested follow-up.
- 4Choose the Notis cron trigger, set a schedule, and choose where run reports should go.
- 5Test with one real opportunity review and inspect the evidence in the report.
Questions about this workflow
Will Notis fetch new Browse AI results on the schedule?
No Browse AI trigger is listed in this package. Configure the automation to use research already available to it or provide findings through a separate process.
Does the workflow update opportunities?
No. It retrieves opportunities for a review and reports findings; it does not change opportunity 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.