Create Salesforce opportunities from browser buying signals
Give a credible buying signal a place in your pipeline, with Notis checking whether the research supports a real opportunity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Potential deals can be lost between market research and the CRM, while weak signals can clutter the pipeline.
- Capture credible deal signals in Salesforce.
- Require enough evidence before creating pipeline records.
- Make missing deal details visible instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Browserbase and Salesforce once in the Notis portal.
- 2Create an automation for buying signal review.
- 3Tell Notis to create an opportunity only when the research identifies a real buying signal, a valid account, and the required opportunity details, and to report missing information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real signal and review the new opportunity.
Questions about this workflow
Will it invent a deal stage or close date?
No. Instruct Notis to use only values supported by the research or your stated defaults, and to report missing required details.
Does every company mention count as a buying signal?
No. Define the evidence you consider credible in the automation instruction, such as a stated purchasing initiative or an explicit request for a sales conversation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Browserbase tool to Salesforce. A trigger fires from one place; an action lands in another.
Browserbase tool 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 tool and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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