Connect Salesforce to Browseai

When something happens in Salesforce, Notis takes the next step in Browseai. 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 Browseai

View example

Review Browse AI results after a Salesforce task completes

When a Salesforce task is completed, retrieve the Browse AI task details referenced in its notes so the results are ready for review.

View example

Check Browse AI task progress for Salesforce opportunities

When an opportunity changes, retrieve the task list for its associated Browse AI robot so current research progress is easy to review.

View example

Run Browse AI research for each new Salesforce lead

When Salesforce creates a lead, run a Browse AI robot with the company website or other input you provide, then summarize its returned data.

View example

Refresh web checks when Salesforce accounts change

When an account is created or updated, run a selected Browse AI robot using the relevant website input and summarize its returned data.

Supported Triggers and Actions

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

Salesforce triggers

Browseai actions

Recurring trigger

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

TriggerScheduled

Bulk Run Tasks

This action allows users to bulk run up to 50,000 tasks using a specified robot. it provides a post endpoint at /v2/robots/{robotid}/bulk-tasks and supports parameters such as robot id (required), title (required), and input parameters (required). this bulk operation is essential for large-scale data extraction.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Monitor

This tool creates a new monitor for a specific robot in browse ai. it allows you to configure a monitor with a schedule (frequency and interval) for automatic execution, along with optional custom name and input parameters, enabling automated tracking of website changes.

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

Create Webhook

This tool creates a new webhook for a browseai robot. webhooks are used to receive notifications when tasks are completed or data changes are detected. the webhook will be called with the task details when specific events occur. it is useful for: - setting up automated notifications for task completion - receiving real-time updates when changes are detected - integrating browseai with your own systems - automating workflows based on robot task results the webhook can be configured to trigger on different events: - task.completed: when a task is successfully completed - task.failed: when a task fails - changes.detected: when changes are detected during monitoring

ActionInstant

Contact Updated

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

TriggerPolling

Delete a specific monitor

This tool allows users to delete a specific monitor from their browse ai account. it uses the delete method and requires a valid monitor id.

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

Delete a specific task

This tool allows you to delete a specific task in browseai by its task id. it is used for cleaning up completed or failed tasks, managing resources, and maintaining your task list.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Get Robots List

This tool retrieves a list of all robots under your account in browse ai. each robot represents an automated task that can be trained to perform various web operations like opening webpages, logging in, clicking buttons, filling forms, extracting data, and monitoring changes. it is useful for: - getting an overview of all your automated tasks - checking the status of your robots - retrieving robot ids for use with other api endpoints - monitoring when robots were last updated or created

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Get Robot Tasks

This tool retrieves all tasks associated with a specific robot in browse ai. it provides a paginated list of tasks with their details including status, input parameters, captured data, screenshots, and lists. it is useful for: - monitoring task execution status - retrieving captured data and screenshots - analyzing task execution history - debugging robot performance

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Get Task Details

This tool retrieves detailed information about a specific task in browse ai by its task id. it returns comprehensive details including the task's status, execution results, associated metadata, timestamps, and configuration. it complements existing tools by providing an in-depth view of individual task execution, including metadata and error details if applicable.

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.