Create Salesforce leads from browser research
Capture promising prospects while you research. Notis can turn browser findings into Salesforce leads and keep the source context close at hand.
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
Copying prospect details out of browser research interrupts the work and makes it easy to lose the page context or forget to create a lead.
- Capture useful prospect details without switching into Salesforce during research.
- Include relevant page context in the lead information when available.
- Keep lead creation focused on prospects that meet your stated criteria.
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 researched prospects qualify and what context to include when creating a Salesforce lead.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real prospect page and check the resulting Salesforce lead.
Questions about this workflow
Does Browserbase MCP provide a trigger event for this automation?
No. Start it with a Notis webhook, which can receive an HTTP request, and have the automation use the available browser research context.
Can Notis decide which prospects qualify?
Yes. Describe your qualification criteria in the instruction. Any criteria or context not available from the page must be supplied by you.
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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