Research the market around every Salesforce opportunity
When a deal changes, get a timely search brief on the company, market, and competitors without opening another research tab.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
SERP Search
Tool to perform serp (search engine results page) searches across different search engines. use when you need to retrieve search results, trending topics, or competitive analysis data.
Why this helps
Opportunity preparation often means switching between Salesforce and search results, then trying to remember what matters before the next conversation.
- Adds timely market context to deal preparation.
- Reduces manual search and context switching.
- Keeps research tied to the opportunity that prompted it.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bright Data once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe the outcome in one instruction, such as searching for the account, its market, and named competitors, then summarizing useful results.
- 4Pick New or Updated Opportunity as the trigger and choose where run reports go.
- 5Test with one real opportunity and review the search brief.
Questions about this workflow
What starts this workflow?
It starts when a Salesforce opportunity is created or updated.
Can I decide which searches to run?
Yes. Describe the search focus in your instruction, including any competitors or topics you want researched.
Does Bright Data write findings back into Salesforce?
This workflow runs a SERP search and reports its results. Salesforce write-back is not among the listed Bright Data actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Brightdata. A trigger fires from one place; an action lands in another.
Salesforce triggers
Brightdata actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Check Crawl Status
Tool to check the processing status of a crawl job using snapshot id. call before attempting to download results to ensure data collection is complete.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
List Unlocker Zones
Tool to list your configured web unlocker zones and proxy endpoints. use to view available zones for web scraping and bot protection bypass.
Connect any two apps with Notis in the middle.
Salesforce and Brightdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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