Compare browser research with the Salesforce pipeline
Relate new research to the opportunities already in your pipeline. Notis can review Salesforce opportunity records alongside the browser context you provide.
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
Useful market or account research often stays separate from pipeline context, making it harder to spot relevant active opportunities.
- Bring relevant Salesforce opportunity context into a research review.
- Identify possible overlap between researched developments and active pipeline records.
- Get a concise report without manually searching opportunity records.
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, specify which supplied research to review, how to identify relevant opportunities, and what to include in the summary.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real research item and confirm the returned opportunity details are relevant.
Questions about this workflow
Does this workflow create or update opportunities?
No. It lists opportunities for review and summarizes relevant results. The workflow does not create or update them.
Can it assess opportunities using Salesforce history that is not returned?
No. It can only use the research and Salesforce opportunity data available to the automation. Supply any additional baseline or context you want considered.
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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