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Notis

See a new lead's company website at a glance

Keep a visual snapshot of a lead's company site close to the moment the lead arrives.

Trigger

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

Action

Capture Screenshot

Tool to capture a webpage screenshot. Use when you need a visual snapshot of a URL or HTML with optional viewport and clipping.

Why this helps

New leads can sit untouched while someone tracks down a company website and opens it manually.

  • Capture a visual reference during lead intake.
  • Avoid manually opening every new lead's company site.
  • Skip leads without a usable company website URL.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Cloudflare browser rendering once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Describe the outcome: capture a screenshot of the lead's company website when a usable URL is available.
  • 4Pick the New Lead trigger and choose where run reports go.
  • 5Test with one real lead that includes a company website URL.

Questions about this workflow

Does this create or update a Salesforce lead?

No. The selected Cloudflare action captures a webpage screenshot; it does not edit Salesforce records.

What if the lead has no company website?

Tell Notis to skip the screenshot and include the missing URL in its run report.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Salesforce triggers

Cloudflare browser rendering actions

Recurring trigger

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

TriggerScheduled

Capture Screenshot

Tool to capture a webpage screenshot. Use when you need a visual snapshot of a URL or HTML with optional viewport and clipping.

ActionInstant

Webhook trigger

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

TriggerInstant

List Accounts

Tool to list all Cloudflare accounts accessible. Use to retrieve a valid account_id for further browser rendering actions.

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

Scrape HTML Elements

Tool to scrape HTML elements for text, HTML, attributes, and box metrics. Use when you need detailed data of matched selectors after rendering a page.

ActionInstant

Contact Updated

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

TriggerPolling

Take Webpage Snapshot

Tool to capture rendered HTML and screenshot of a webpage. Use when you need both DOM content and an image in one request with custom loading and capture settings.

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

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Connect any two apps with Notis in the middle.

Salesforce and Cloudflare browser rendering, 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 Cloudflare browser rendering.