Create Salesforce leads from Browser research
Capture promising prospects while the research is fresh. Notis can turn a Browser-submitted lead into a Salesforce record ready for your next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Promising prospects found during web research are easy to lose between browser tabs and a later Salesforce update.
- Keep prospect details and research context together in Salesforce.
- Reduce manual re-entry after a research session.
- Create a record for leads with the required details available.
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 review the submitted prospect details and create a Salesforce lead when the required lead details are present.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect submission and confirm the Salesforce lead.
Questions about this workflow
What happens if the submission lacks required lead details?
Tell Notis to skip creating a lead and report which required details are missing. Salesforce lead creation needs a last name and company unless your organization supports person accounts.
Can Notis include browser research context?
Yes. In the instruction, ask it to include relevant submitted research details in the lead fields where appropriate and retain concise context for follow-up.
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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