See a new lead's website at a glance
A visual snapshot gives you a quick first look at a lead's site without opening another tab.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Screenshot Webpage
Tool to take a screenshot of a specified webpage within a session. use when you need a visual png snapshot of a live page. example: "capture a 1280×720 screenshot of https://example.com".
Why this helps
New leads can pile up while you manually open websites just to get a sense of each business.
- Get a visual first look at a lead's website
- Reduce tab switching during lead review
- Keep the screenshot associated with the automation run
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 capture a screenshot of the lead website URL and include it in the run output; supply a URL if the lead data has none.
- 4Choose New Lead Trigger as the trigger and select where run reports should go.
- 5Test with one real lead that has a website URL.
Questions about this workflow
What if the lead has no website URL?
The screenshot action needs a webpage to capture. Provide a URL in the instruction or available context when the lead record has none.
Does the screenshot include information from Salesforce?
The action captures a webpage within a browser session. The Salesforce lead event starts the workflow, and Notis can include the run context in its report.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Anchor browser.