Refresh your account context when records change
Keep account reviews moving by querying the account website when its Salesforce record changes, then reviewing the result in your chosen report channel.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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
Account updates can be easy to miss when they compete with a long list of unrelated tasks.
- Pair account record changes with a fresh query of the provided website URL.
- Review public page information without leaving your report channel.
- Make missing website URLs visible for follow-up.
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 an account is created or updated, query its website URL if present and report a short snapshot of the public page; flag missing URLs.
- 4Pick Account Created or Updated as the trigger.
- 5Choose a report channel, then test with one real account that has a website URL.
Questions about this workflow
Does this tell me what changed on the website?
It queries the page at run time. Comparing it with a previous website snapshot would require a baseline that this action does not provide.
Will it change Salesforce account fields?
No. The listed AgentQL action queries page data; it does not write the result into 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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