Capture verified website contacts in Salesforce
Turn a supplied page into a Salesforce contact when it contains enough verified information, with incomplete cases sent for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Manually transferring contact details from a web page creates avoidable friction and makes it harder to keep records current.
- Create contacts from details visible on the supplied page.
- Use a supplied account reference when one is available.
- Flag missing required information instead of filling gaps with assumptions.
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, ask Notis to review the supplied page and create a contact only when required details are verified.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real page and confirm the Salesforce contact.
Questions about this workflow
Can the contact be connected to an account?
Include a valid Salesforce account reference in the request and ask Notis to associate it when appropriate.
What if the page does not show required contact details?
Ask Notis to report the missing details for review rather than guess.
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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