Turn WhatsApp next steps into Salesforce tasks
When a chat includes a clear next step, let Notis put it on your Salesforce task list with the context you supplied.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Follow-up promises buried in chat are easy to forget once you return to other work.
- Record clear next steps while the chat is fresh
- Keep task context tied to the supplied chat details
- Spend less time re-entering follow-up work
Setup
Build it in a few focused steps.
- 1Connect 2chat and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for chat follow-ups.
- 3Tell Notis to create a Salesforce task only when the webhook payload contains a clear follow-up, including its supplied context and due date if present.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real chat payload that includes a next step.
Questions about this workflow
Will it create a task for every message?
The prompt can ask Notis to create a task only when a clear follow-up is included in the webhook payload.
Can Notis infer a due date?
It should use a due date supplied in the payload. If no date is present, instruct Notis to leave it unspecified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Salesforce. A trigger fires from one place; an action lands in another.
2chat triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
2chat and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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