Understand a new lead's website before your first follow-up
A new lead comes in. Get quick context about their website without opening another research tab.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Diffbot Analyze
Tool to automatically determine a page's content type and route it to the appropriate extraction api. use when you have only a url and need diffbot to choose the right extractor.
Why this helps
Researching each new lead by hand slows down follow-up and makes useful context easy to miss.
- Get page type and extraction context for a lead's website.
- Reduce manual research before a first conversation.
- Keep website research close to the lead follow-up workflow.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Diffbot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to analyze the website URL on each new lead and summarize the useful result for follow-up.
- 4Pick the New Lead trigger, choose where run reports go, and test with one real lead.
Questions about this workflow
What does Diffbot Analyze do?
It examines a URL, identifies the page's content type, and routes it to the appropriate extraction API.
Does this update Salesforce fields?
This workflow analyzes the lead's website and provides a result through the automation. It does not write data back to Salesforce.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Diffbot. A trigger fires from one place; an action lands in another.
Salesforce triggers
Diffbot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Diffbot Search
Tool to search data extracted by crawl or bulk jobs using dql queries. use after data extraction jobs complete to retrieve search results.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Diffbot Account Details
Tool to retrieve account details, including plan information and usage statistics. use after authenticating to verify subscription and daily quota status.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Diffbot Analyze
Tool to automatically determine a page's content type and route it to the appropriate extraction api. use when you have only a url and need diffbot to choose the right extractor.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Article Data
Tool to extract information from articles, including authors, publication dates, and images. use when you need structured metadata from a web article url.
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.
Get Discussion Thread
Tool to extract threads of content from forums, comment sections, and review pages. use when you need structured discussion data from web pages after identifying the discussion url.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Diffbot Get Event
Tool to extract event details from web pages. use when you need structured event data such as venue, date, and description.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Diffbot Get Image
Tool to extract detailed information about images, including dimensions and recognition data. use after confirming the image url is publicly accessible.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Diffbot Get Product
Tool to extract product information such as specifications, prices, availability, and reviews. use when you need structured product data including specs, pricing, and reviews.
Connect any two apps with Notis in the middle.
Salesforce and Diffbot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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