Research Salesforce accounts in your browser
Get a quick view of a company's public website when its Salesforce account changes.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
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%
Why this helps
Account records can arrive with little context, leaving you to research each company before deciding what to do next.
- Start account reviews with public company context
- Reduce the time spent switching between Salesforce and a browser
- Surface website details for a human to review
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 use the changed account details to find its public website and summarize relevant company information from the page.
- 4Pick Account Created or Updated as the trigger and choose where run reports go.
- 5Test with one real account change and review the result.
Questions about this workflow
What does this automation research?
It can use the account details in the event to locate and read the company's public website. Tell Notis what context matters to your review.
Does it change the Salesforce account?
This workflow reads website content in Browser tool. It does not update Salesforce.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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%
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
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.
Keyboard Shortcut
Execute keyboard shortcuts and key combinations - essential for copy/paste, navigation, and application commands that agents need for efficient browser automation.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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%
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
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.