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Notis

Start browser research with a ready-made query

Use a contact update to prepare a repeatable query in the browser field you have focused.

Trigger

Contact Updated

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

Action

Type Text

Controlled input: human-like typing. pattern: click to focus → typetext() → verify speed: delay=0 (fast) | delay=50 (human-like) | delay=100+ (careful) must focus input field first | success rate: 95%

Why this helps

Typing the same research prompt over and over creates small delays and makes research inconsistent.

  • Reduce repeated typing during research
  • Standardize a useful research question
  • Get to the review step faster

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Browser tool once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3In one instruction, ask Notis to type a specified research query using the changed contact's company context into the browser field that is already focused.
  • 4Pick Contact Updated as the trigger and choose where run reports go.
  • 5Test with one real contact update and a focused browser field.

Questions about this workflow

Does this action find and focus a search field?

Type Text enters text at the current focus. The instruction and browser state need to leave the intended field focused.

Can it search the web automatically?

Typing the query prepares the text. Searching would require an additional browser interaction such as a keyboard shortcut or click.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Salesforce triggers

Browser tool actions

Recurring trigger

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

TriggerScheduled

Copy Selected Text

Copy currently selected text on the page to clipboard - ideal for extracting highlighted content, copying form data, or harvesting visible text selections.

ActionInstant

Webhook trigger

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

TriggerInstant

Drag and Drop

Execute precise drag and drop operations - essential for file uploads, list reordering, element moving, and complex ui interactions that require drag-based manipulation.

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

Fetch Webpage Content

Your eyes: get page content for decision-making. use before: actions (find targets, understand state) use to verify: page transitions, major state changes, when actions seem to fail format: html=find elements | markdown=clean content | success rate: 99%

ActionInstant

Contact Updated

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

TriggerPolling

Get Clipboard Content

Read current content from the system clipboard - essential for data transfer workflows, extracting copied text, and reading user-copied data for processing.

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

Keyboard Shortcut

Execute keyboard shortcuts and key combinations - essential for copy/paste, navigation, and application commands that agents need for efficient browser automation.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Mouse Click

Precision clicker: manual clicking with coordinates. pattern: fetchwebpage(html) → find element → estimate coordinates → click → verify hints: center buttons ~(640,350) | nav/header ~y=150 | content ~y=300-500 tip: try ±50px if first click misses | success rate: 85%

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Mouse Double Click

Execute a precise double click at specified screen coordinates - ideal for opening files, selecting text, or activating ui elements that require double click gestures.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Mouse Down (Press and Hold)

Press and hold mouse button at coordinates - use for starting custom drag operations, text selections, or long-press interactions. must be followed by mouseup action to complete.

ActionInstant

Connect any two apps with Notis in the middle.

Salesforce and Browser tool, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Browser tool.