Walk into contact conversations with context
Turn a new Salesforce contact into a prompt to review the company site and gather a few useful conversation points.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Query Data
Tool to query structured data as json from a web page using an agentql query or natural language prompt. use after defining your query or prompt and a url or html.
Why this helps
Contact records often have names and email addresses but little background for a thoughtful first conversation.
- Get a quick overview of the contact's company.
- Prepare a few public-site talking points without switching tools to browse manually.
- Keep the brief grounded in information available on the queried page.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and AgentQL once in the Notis portal.
- 2Create an automation and name it in the portal, or tell Notis what you want from any channel.
- 3Describe: when a contact is created, query the company website URL available in the contact data and report a short meeting brief with useful public-site talking points.
- 4Pick New Contact Trigger as the trigger.
- 5Choose a report channel, then test with one real contact whose data includes a website URL.
Questions about this workflow
Can the brief use information from the contact's LinkedIn profile?
Only if you supply an accessible URL or page content for AgentQL to query. This workflow is designed around a company website URL in the Salesforce data.
Will it schedule a meeting?
No. It queries website data and reports a brief; scheduling is not one of the listed AgentQL actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Agentql. A trigger fires from one place; an action lands in another.
Salesforce triggers
Agentql actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Usage Details
Tool to retrieve subscription usage details for the current api key, including usage limits and billing period. use after confirming api connection is valid.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Query Data
Tool to query structured data as json from a web page using an agentql query or natural language prompt. use after defining your query or prompt and a url or html.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Remote Browser Session
Tool to create a remote browser session. use when you need to run browser automation on remote infrastructure.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Agentql, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agentql.