Give Salesforce leads a scheduled BrowserAct research pass
Set a recurring review for leads that need more context, so research can happen in batches instead of interrupting your day.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Leads without enough context are easy to leave untouched when research requires switching tools and resuming each record by hand.
- Batch lead research into a predictable review
- Surface useful public context alongside Salesforce records
- Call out when the available information is not enough
Setup
Build it in a few focused steps.
- 1Connect BrowserAct and Salesforce once in the Notis portal.
- 2Create an automation by telling Notis to find leads needing research and investigate them with BrowserAct.
- 3Describe the criteria for selecting leads and ask Notis to report findings and unknowns without guessing.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Test with one real Salesforce lead and review the research report.
Questions about this workflow
Does this automatically update Salesforce?
This workflow uses the Salesforce List leads action to retrieve records and BrowserAct to research them. It reports findings; no Salesforce update action is included.
Can it research private or logged-in pages?
The prompt should specify sources that BrowserAct can access. Findings unavailable from those sources should be reported as unknown.
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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