Review Salesforce campaigns with current browser research
Make campaign reviews easier to start by bringing relevant public context into one concise report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List campaigns
Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Campaign reviews often start with scattered tabs and old assumptions instead of a clear view of current context.
- Bring current public context into campaign reviews.
- Highlight evidence-backed questions for the next planning session.
- Keep research summaries attached to the right campaign context in run reports.
Setup
Build it in a few focused steps.
- 1Connect Browserbase and Salesforce once in the Notis portal.
- 2Create an automation for campaign research review.
- 3Tell Notis to review the Salesforce campaigns in scope using current Browserbase research and report relevant verified context, open questions, and sources.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one campaign and review the summary and source details.
Questions about this workflow
Does this change campaign status or fields?
No. This workflow lists campaigns and reports research context for review.
What should the research focus on?
Name the sources and questions that matter to your campaign review, such as public market changes or changes to a named partner.
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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