Keep a visual reference for new contact research
Capture the page you want to review when a new contact enters Salesforce.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
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.
Why this helps
New contact research can become a pile of open links with no quick visual reference.
- Create a visual reference tied to the new contact workflow.
- Choose a full page capture or screenshot options supported by the action.
- Keep the capture task attached to the contact creation moment.
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.
- 3In one instruction, name the page to capture and any screenshot preferences.
- 4Pick New Contact Trigger as the trigger and choose a report channel.
- 5Test with one real new contact and review the run report.
Questions about this workflow
Does this screenshot the contact's social profile automatically?
Only if the relevant URL is available or specified in your instruction. The workflow does not assume a profile URL.
Can the screenshot cover the whole page?
The action supports a full page option as well as image type, quality, and clipping coordinates.
Does it create a Salesforce attachment?
The listed action returns a screenshot; it does not describe attaching it to 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.
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Webhook trigger
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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
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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
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