Move BrowserAct prospect research into Salesforce leads
Finish a BrowserAct prospecting task and send the useful lead details to Salesforce, without retyping the same research.
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
Prospect details gathered in browser research can sit outside the CRM, leaving founders to manually transfer names and context before follow-up.
- Reduce manual entry after prospect research
- Keep available research context with new leads
- Make researched prospects easier to follow up
Setup
Build it in a few focused steps.
- 1Connect BrowserAct and Salesforce once in the Notis portal.
- 2Create an automation by telling Notis to create Salesforce leads from completed BrowserAct prospecting results.
- 3Describe which returned details and research context to include, and ask Notis to flag missing required lead information.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real BrowserAct result and review the Salesforce lead.
Questions about this workflow
Does BrowserAct start this workflow directly?
BrowserAct has no listed trigger events, so a Notis webhook starts the automation when an HTTP request is sent.
Will incomplete results still create a lead?
The prompt can ask Notis to flag missing required details. Salesforce lead creation may require fields such as last name and company, depending on your org settings.
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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