Keep account website research close to the Salesforce record
Review a new or updated account with useful public website details ready to hand.
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
Scrape webpage content using CSS selectors
A tool to extract structured content from a webpage by specifying css selectors. the tool navigates to the specified url, waits for the page to load (including parsing and executing javascript), and returns the selected elements in a structured json format.
Why this helps
Account research often gets postponed when it means opening another tab and starting from scratch.
- Collect selected website content when an account changes.
- Reduce manual research and tab switching.
- Keep the review focused on information available on the public page.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Browserless once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the website details to collect in one plain language instruction.
- 4Pick Account Created or Updated as the trigger and choose a report channel.
- 5Test with one real account and review the run report.
Questions about this workflow
What starts this automation?
It runs when a Salesforce Account is created or updated, using the Account Created or Updated event.
What should I tell Notis to collect?
Name the public website and the page details that matter, such as headline, pricing text, or contact information. Browserless uses CSS selectors to return structured page content.
Does it change the Salesforce account?
No. The Browserless action captures webpage content; this workflow does not update Salesforce.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Browserless. A trigger fires from one place; an action lands in another.
Salesforce triggers
Browserless actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Download file using Puppeteer script
This tool allows downloading files that chrome has downloaded during the execution of puppeteer code. it sets up a blank page, creates a fresh download directory, injects the provided code, and executes it. once the script finishes, any downloaded files from chromium are returned with the appropriate content-type header.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Custom Function
A tool that allows executing custom puppeteer scripts via http requests. this endpoint enables users to run browser automation tasks without managing their own infrastructure.
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 HTML Content
This tool fetches the complete html content of a webpage using browserless's content api. it's designed to retrieve the full html contents of any website, including dynamically generated content.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Generate PDF from webpage
This tool generates a pdf from a specified webpage using browserless's pdf generation api. it allows specifying the url of the webpage along with parameters such as format, filename, and waituntil options to control the pdf generation process.
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.
Scrape webpage content using CSS selectors
A tool to extract structured content from a webpage by specifying css selectors. the tool navigates to the specified url, waits for the page to load (including parsing and executing javascript), and returns the selected elements in a structured json format.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Take Screenshot
A tool that captures a screenshot of a webpage using browserless's screenshot api. the tool takes a url and returns either a png or jpeg image. it includes options for full page capture, image type, quality, and clipping coordinates.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Unblock Protected Content
This tool provides access to content from websites that implement bot protection mechanisms. it is designed to bypass various types of protection (such as captcha and bot detections) and return the html content of the protected webpage, with optional customization through parameters like waitfor, timeout, and stealth mode.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Browserless, 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 Browserless.