Prepare a research brief for Salesforce opportunities
Review opportunity context in one scheduled pass, with BrowserAct findings summarized beside the Salesforce details.
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
Preparing for opportunity reviews often means reopening records, searching company sites, and piecing together context across separate tools.
- Prepare opportunity reviews with current public context
- Reduce repeated manual company searches
- Separate sourced findings from information that remains unknown
Setup
Build it in a few focused steps.
- 1Connect BrowserAct and Salesforce once in the Notis portal.
- 2Create an automation by telling Notis to list selected Salesforce opportunities and prepare BrowserAct research briefs.
- 3Describe which opportunity records to review and request concise findings with unknowns clearly identified.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Test with one real Salesforce opportunity and review its brief.
Questions about this workflow
Does the workflow update opportunity records?
No. The Salesforce action retrieves opportunities for the brief. This workflow does not write the research back to Salesforce.
Can the brief predict whether a deal will close?
It can summarize returned opportunity details and BrowserAct findings. Any prediction requiring a baseline or history not provided by those sources should be treated as unknown unless you supply that context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BrowserAct to Salesforce. A trigger fires from one place; an action lands in another.
BrowserAct 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.
BrowserAct and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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