Get a useful first look at every new lead
A new lead lands in Salesforce. AgentQL can query the company website and give you a concise snapshot to review before reaching out.
Trigger
New Lead Trigger
Triggers when a new Lead 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
New leads arrive with too little context, so researching each company becomes another task to remember.
- Review a company snapshot alongside the new lead.
- Reduce the manual work before deciding how to follow up.
- Surface when a website URL is missing so you can fill in the gap.
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 lead is created, query its company website with AgentQL and send me a short company summary; flag leads without a website URL.
- 4Pick New Lead Trigger as the trigger.
- 5Choose a report channel, then test with one real lead that has a website URL.
Questions about this workflow
Does this find a website if the lead has no URL?
The workflow can query a website URL present in the lead data. If no URL is available, ask Notis to flag the lead for manual research.
Does AgentQL update the Salesforce lead?
This workflow queries website data and reports the result. The listed AgentQL action does not update Salesforce.
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
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