Prepare for the next opportunity conversation
When an opportunity changes, get a quick account-site review to help you reorient before deciding on your next step.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Opportunity changes can arrive between meetings, leaving you to reconstruct account context from scratch.
- Review relevant public account information when an opportunity changes.
- Spend less time reopening tabs to get back up to speed.
- Use the workflow to flag records where the account website URL is missing.
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 opportunity is created or updated, query its related account website URL if present and report a concise account-site review; flag missing URLs.
- 4Pick New or Updated Opportunity as the trigger.
- 5Choose a report channel, then test with one real opportunity linked to an account with a website URL.
Questions about this workflow
Does this compare the website with the previous opportunity state?
No historical website baseline is provided by this action. The workflow reports what AgentQL finds on the queried page when the opportunity changes.
What happens when the related account has no website URL?
Ask Notis to flag the record as needing a URL. The listed query action needs a URL or HTML to query.
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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