Create leads from a recurring company review
Give Notis the pages and qualification criteria to review. It creates a Salesforce lead only when the available evidence supports one.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Repeatedly checking company pages and deciding what belongs in Salesforce consumes time and invites inconsistent capture.
- Apply the same user-defined criteria to each reviewed page.
- Capture leads when evidence supports the fit.
- Surface ambiguous or incomplete cases for human review.
Setup
Build it in a few focused steps.
- 1Connect Browserless and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis the outcome you want.
- 3In one instruction, provide the company pages and qualification criteria, and ask Notis to create leads only when page evidence supports them.
- 4Pick a recurring schedule and select where run reports should go.
- 5Test with one real company page and review any lead created.
Questions about this workflow
Does Notis decide my qualification criteria?
No. State the criteria you want applied in the automation instruction.
What happens when a page lacks enough evidence?
Ask Notis to report the uncertainty for review rather than infer missing details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Browserless to Salesforce. A trigger fires from one place; an action lands in another.
Browserless 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.
Browserless and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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