Watch Salesforce opportunities with scheduled browser research
Keep active opportunities connected to changing public information and see which ones may need a closer look.
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
Important changes around an active deal can go unnoticed when research and pipeline reviews happen in separate sessions.
- Review active opportunities with a consistent research routine.
- Spot evidence that may warrant a follow-up.
- Separate verified findings from assumptions in the report.
Setup
Build it in a few focused steps.
- 1Connect Browserbase and Salesforce once in the Notis portal.
- 2Create an automation for opportunity research review.
- 3Tell Notis to review the Salesforce opportunities in scope against current Browserbase findings and report only evidence-backed changes or follow-ups.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one opportunity and verify the report identifies its sources and unknowns.
Questions about this workflow
Does it change opportunity fields automatically?
This workflow lists opportunities and reports findings. It does not update opportunity fields.
What information does Browserbase research use?
Specify the public sources or pages Notis should examine, and have it report when useful information cannot be verified.
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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