Attach Browser research to Salesforce records
Keep external research close to the Salesforce record it informs. Submit the findings and record reference, and let Notis save a concise note.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Research loses value when it is separated from the Salesforce account or opportunity it was meant to inform.
- Preserve useful findings on the relevant Salesforce record.
- Make research easier to find during account preparation.
- Avoid attaching notes to a guessed record.
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 create a concise Salesforce note from submitted research only when the request includes a valid target record reference.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real research submission and inspect the note on its Salesforce record.
Questions about this workflow
Can this workflow find the right account from a company name alone?
Do not rely on a name alone to guarantee the correct record. Include a Salesforce record reference in the webhook request, or instruct Notis to report that the target is unclear.
What should the note contain?
Ask Notis to capture the relevant finding and source details included in the submission, keeping the note concise and useful for the next conversation.
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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