Give every new Salesforce lead a research starting point
A new lead deserves quick context. Start a dedicated browser session as soon as Salesforce records one, then use your browser tools to investigate and prepare your next step.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create Browser Session
Tool to create a new browser session. use when you need an isolated browser context before performing any page interactions.
Why this helps
New leads pile up while founders switch between Salesforce and browser research, making timely follow-up harder.
- Start research from the new lead event without manually opening a browser.
- Keep each research task isolated in its own browser session.
- Reduce the delay between lead creation and useful company context.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Browserbase tool once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe that a new Salesforce lead should start a Browserbase session for research, without claiming the session will navigate or scrape by itself.
- 4Choose the New Lead trigger, then select where run reports should go.
- 5Test with one real new lead and check the run report.
Questions about this workflow
Does creating a session automatically browse the lead's website?
No. This action creates an isolated browser session. You can use Browserbase tools or scripts separately to navigate and research.
Which Salesforce event starts this automation?
The New Lead Trigger, event 16813, starts it when a new Salesforce Lead is created.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Browserbase tool. A trigger fires from one place; an action lands in another.
Salesforce triggers
Browserbase tool actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create a new browser context
Tool to create a new browser context. use when you need to obtain upload credentials for a custom user-data-directory in a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Retrieve a browser context
Tool to retrieve details of a specific browser context. use when you have a context id and need its metadata.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Update Browser Context
Tool to update a specific browser context. use when you need fresh upload url and encryption details for an existing context, after obtaining a valid context id.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Browser Session
Tool to create a new browser session. use when you need an isolated browser context before performing any page interactions.
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.
Retrieve a browser session
Tool to retrieve details of a specific browser session. use when you have a session id and need its metadata (status, urls, timestamps).
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Retrieve Session Debug URLs
Tool to retrieve live debug urls for a specific session. use when you need to connect to a running session for debugging.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Download Session Artifacts
Tool to download files from a specific session. use after session completion to retrieve all generated artifacts in a zip archive.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Retrieve Session Logs
Tool to retrieve logs of a specific session. use after actions in a session to inspect network events and data exchange.
Connect any two apps with Notis in the middle.
Salesforce and Browserbase tool, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Browserbase tool.