Browse AI Actions and Triggers in Workflows
SMBcrm Workflows can now connect directly to Browse AI. This adds one instant trigger, New Completed Task, and four actions: Run Task, Bulk Run Tasks, Get Task, and Get Bulk Run.
These workflow steps help automations respond when a Browse AI robot task finishes, start robot runs on demand, and retrieve task or bulk run results.
What changed
The Browse AI trigger fires as soon as a robot task is completed. It can be filtered by Robot and Select Operator, and it returns the captured data along with task metadata.
The Browse AI actions let a workflow:
- Run a single robot task
- Queue a bulk run
- Fetch the result of a previous task
- Fetch the result of a previous bulk run
Workflow variables are accepted in every input field, making the integration useful for dynamic automation paths inside SMBcrm automation.
How to use it
- In Workflows, add the Browse AI trigger or action.
- Select Connect your account and paste your Browse AI API key.
- For triggers, choose the Robot to monitor and optionally add a Select Operator filter.
- Run Find New Records to capture a sample payload.
- For actions, choose the Robot ID and pass any input parameters the robot expects.
- Run Test Action to validate the setup.
- Save and publish the workflow.
You can generate a Browse AI API key from the Browse AI dashboard under Settings > API Keys.
Example use case
A customer submits a competitor URL through a request form. The workflow runs the relevant Browse AI robot against that URL, waits for the task to finish through the New Completed Task trigger, parses the captured fields, and writes them to the customer’s CRM record.
This can reduce manual scraping and copy-paste work by connecting web data collection directly to CRM automation.
Additional notes
- Trigger: New Completed Task, an instant webhook-backed trigger.
- Trigger filters: Robot and Select Operator.
- Actions: Run Task, Bulk Run Tasks, Get Task, and Get Bulk Run.
- Authentication uses a Browse AI API key.
- These are premium workflow steps billed per execution at the standard automation rate.
- Browse AI usage, including robot credits or task credits, is billed by Browse AI directly on your account.
- This integration is in beta.
- Multi-account support is available through the Connected Account dropdown on each step.
Browse AI workflow steps can also support AI-assisted processes when paired with broader SMBcrm AI features.
In Case You Missed It
You may also want to read about the HubSpot actions and trigger added to Workflows.
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