Keep browser research with its Salesforce record
Keep important research beside the Salesforce record where your team will need it. Notis can turn browser findings into a concise attached 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 gathered outside Salesforce can be hard to find later, especially when the account or contact context is scattered across tabs.
- Keep useful research context attached to the Salesforce record it concerns.
- Turn lengthy source material into a concise note based on your instruction.
- Make it easier to resume account research without retracing every browser tab.
Setup
Build it in a few focused steps.
- 1Connect Browserbase MCP and Salesforce once in Notis.
- 2Create an automation in the portal or from any channel, then give it a name.
- 3In one instruction, describe what to summarize, how to identify the existing Salesforce record, and what note to create.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real page and a known Salesforce record, then check the attached note.
Questions about this workflow
Can the automation attach a note if it cannot identify the Salesforce record?
It needs enough information to identify the intended existing record. Specify how to resolve the record and provide any missing context in the input.
Can the note include details that were not on the page?
Only if you provide those details. Notis can summarize available browser context but cannot infer unavailable account history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Browserbase MCP to Salesforce. A trigger fires from one place; an action lands in another.
Browserbase MCP 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.
Browserbase MCP and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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