Keep opportunity research progress visible
When an opportunity changes, have Notis retrieve the Browse AI robot's tasks and summarize the available progress.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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
Why this helps
Research progress can sit in Browse AI while opportunity updates happen in Salesforce, leaving founders to check both tools by hand.
- Review the available Browse AI task statuses alongside an opportunity update.
- Cut down on manual checks across Salesforce and Browse AI.
- Use the run report to spot task results that may need attention.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Browse AI once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve tasks for the Browse AI robot ID you provide and summarize their statuses in the run report.
- 4Pick the New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real opportunity and a Browse AI robot ID whose task list you want to review.
Questions about this workflow
Where does the robot ID come from?
Provide a real Browse AI robot ID in your instruction or relevant opportunity context so Notis can request that robot's tasks.
Does this workflow run the robot?
No. It retrieves the tasks associated with the specified robot using Browse AI's Get Robot Tasks action.
When this happens · Trigger
Do this · Action
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
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.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Connect any two apps with Notis in the middle.
Salesforce and Browseai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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