Get a fresh website brief when an opportunity changes
See the prospect's current website alongside the opportunity update, ready for your next conversation.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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.
Why this helps
Preparing for an opportunity update can mean leaving Salesforce, searching for the prospect, and piecing together context by hand.
- Review rendered website content in one place
- Reduce manual prospect research before follow-up
- Keep the Salesforce change and website context together in a run report
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 fetch and summarize the prospect website using its website URL from the opportunity data; provide a URL if the record has none.
- 4Choose New or Updated Opportunity as the trigger and select where run reports should go.
- 5Test with one real opportunity that has a website URL.
Questions about this workflow
What does this workflow use to find the website?
It can use a website URL present in the opportunity data. If the record does not contain one, provide the URL in the instruction or available context.
Does it update Salesforce?
No. The selected Anchor browser action retrieves rendered webpage content. Notis can summarize that content in the run 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
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