Review Salesforce contacts with scheduled browser research
Spend less time revisiting every contact and more time checking the changes that could affect a real conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Contact records can become stale, and checking each one manually is difficult to keep up with.
- Surface researched changes that may make contact records stale.
- Keep evidence and source details in the review report.
- Prioritize contacts for manual verification or follow-up.
Setup
Build it in a few focused steps.
- 1Connect Browserbase and Salesforce once in the Notis portal.
- 2Create an automation for recurring contact review.
- 3Tell Notis to review the Salesforce contacts in scope against Browserbase findings and report verified role or company changes without assuming unverified details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one contact and verify the report distinguishes confirmed details from possible changes.
Questions about this workflow
Does the workflow edit contact records?
This workflow lists contacts and reports findings. It does not update contact fields.
Can browser research confirm a person's current role?
Only when a reliable source provides that information. Instruct Notis to include the source and mark uncertain findings clearly.
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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