Connect Browser research with Salesforce opportunity context
Bring new external findings into deal review with the Salesforce opportunity context available, and make the evidence easy to act on.
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
Deal-relevant research can arrive outside Salesforce, where it is easy to miss during opportunity reviews.
- Compare new research with opportunity information available in Salesforce.
- Show the finding and related deal context together in a report.
- Leave deal-stage decisions to the responsible owner.
Setup
Build it in a few focused steps.
- 1Connect Browser tool and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to compare submitted Browser findings with relevant Salesforce opportunities and report supported deal implications without changing opportunity fields.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real research finding tied to a known opportunity and check the report.
Questions about this workflow
Does this workflow change opportunity stages?
No. It reports evidence and context for the owner to review. The listed Salesforce action here retrieves opportunities.
What if a finding cannot be linked to an opportunity?
Ask Notis to report it as unlinked and identify what reference or detail is missing rather than assigning it to a guessed deal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Browser tool to Salesforce. A trigger fires from one place; an action lands in another.
Browser tool 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.
Browser tool and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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