Keep Salesforce records current with scheduled web research notes
Give your team a concise record of relevant website changes and findings without manually writing up every review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Website research loses value when findings stay in browser tabs instead of the Salesforce record people use.
- Keep useful research beside the Salesforce record it informs.
- Turn web findings into a readable note.
- Choose a recurring schedule that fits your review routine.
Setup
Build it in a few focused steps.
- 1Connect CaptureKit and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the research routine.
- 3In one instruction, tell Notis what pages or findings to review, which Salesforce record to attach a note to, and what the note should summarize.
- 4Choose a notis_cron schedule and a report channel.
- 5Test with one real research example and review the attached note.
Questions about this workflow
Can the schedule discover pages by itself?
Only if your CaptureKit setup or prompt supplies the pages or results to review. The automation should not assume unavailable crawl history or a page list.
Which Salesforce record gets the note?
Specify how Notis should identify the relevant existing record. If the information returned does not identify one reliably, provide an identifier or review the run report.
What should the note contain?
Describe the useful findings and level of detail in the automation prompt, such as a short summary and source page.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CaptureKit to Salesforce. A trigger fires from one place; an action lands in another.
CaptureKit 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.
CaptureKit and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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