Connect Salesforce to Anchor browser

When something happens in Salesforce, Notis takes the next step in Anchor browser. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Salesforce to Anchor browser

View example

Review a Website When an Opportunity Changes

Fetch and summarize a prospect website when its Salesforce opportunity changes, so you can prepare without switching tools.

View example

Capture a Website Snapshot for Each New Lead

Take a visual snapshot of a new lead's website when its Salesforce record includes a usable URL.

View example

Check Browser Sessions After a Salesforce Task

After a Salesforce task is completed, get an up-to-date overview of active browser sessions in the run report.

View example

Review Browser Profiles When an Account Changes

When an account is created or updated, retrieve the stored browser profiles and review their descriptions in the run report.

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Anchor browser. A trigger fires from one place; an action lands in another.

Salesforce triggers

Anchor browser actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Profile

Tool to create a new browser profile from an active session. use after ending a session to persist cookies and cache.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Profile

Tool to delete a browser profile by id. use after confirming the profile exists.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

End All Sessions

Tool to end all active browser sessions. use after confirming a security concern when you need to immediately close every session for the authenticated user.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

End Browser Session

Tool to end a specific browser session by id. use after confirming the session id you want to terminate.

ActionInstant

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.

TriggerPolling

Get Profile

Tool to fetch details for a specific browser profile by id. use after you know the profile id and need its settings and session information.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Get Webpage Content

Tool to retrieve rendered content of a webpage in html or markdown format. use when you need to fetch a page’s full content, optionally within an existing browser session.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

List Agent Resources

Tool to list agent resources (files) for a given session. use after establishing a browser session to retrieve agent-uploaded files.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

List All Sessions Status

Tool to list the status of all active browser sessions. use after authenticating when you need to retrieve an up-to-date overview of all sessions.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.