Review stored browser profiles after an account change
Keep browser profile context visible when an account changes, without hunting through a separate list.
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
List Profiles
Tool to fetch all stored browser profiles. use when you need an overview of all profiles available to the authenticated user (e.g., after creating or deleting profiles).
Why this helps
Relevant browser profiles can be hard to find when account work and browser research happen in separate places.
- Retrieve the current list of stored browser profiles
- Review profile descriptions alongside account change context
- Reduce manual navigation between account and browser tools
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Anchor browser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to list stored Anchor browser profiles and summarize their descriptions in the run report.
- 4Choose Account Created or Updated as the trigger and select where run reports should go.
- 5Test with one real account creation or update.
Questions about this workflow
Will this workflow choose a profile for me?
No. It lists available profiles for review. The event descriptions do not establish a link between Salesforce accounts and browser profiles.
Does it change any profiles?
No. The selected action lists profiles and does not create, update, or delete them.
When this happens · Trigger
Do this · Action
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.
Create Profile
Tool to create a new browser profile from an active session. use after ending a session to persist cookies and cache.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Profile
Tool to delete a browser profile by id. use after confirming the profile exists.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
End Browser Session
Tool to end a specific browser session by id. use after confirming the session id you want to terminate.
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.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Agent Resources
Tool to list agent resources (files) for a given session. use after establishing a browser session to retrieve agent-uploaded files.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Connect any two apps with Notis in the middle.
Salesforce and Anchor browser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Anchor browser.