Create Salesforce contacts from browser research
Capture a verified person while the source is open. Notis can create a Salesforce contact from the details available in browser research.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Entering a researched person later means repeating work and risks losing important details or associating them with the wrong account.
- Create contacts from relevant details found during research.
- Keep the source context available for the contact record.
- Use stated checks to avoid creating a contact when required information is missing.
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 which people qualify, what details to include, and how to handle account association or missing information.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real person page and verify the contact and any account association.
Questions about this workflow
Can the automation create a contact without a last name?
Salesforce contact creation may require a last name. Tell Notis to skip creation and report missing required details when the source does not provide them.
Does the workflow create a Salesforce account too?
No. This workflow creates contacts. If an account association is required, provide or identify a valid existing Salesforce account.
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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