Keep important WhatsApp context with its Salesforce record
Save a useful chat excerpt beside the Salesforce record it concerns, so you can find the context without searching through messages.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Important decisions and customer context can be separated from the Salesforce record they relate to.
- Keep useful chat context close to the relevant record
- Reduce repeated searches through message history
- Make handoffs easier with a concise note
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 conversation notes.
- 3Tell Notis to create a concise Salesforce note from the webhook message, using the supplied existing Salesforce record ID and preserving relevant context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real message and a valid Salesforce record ID.
Questions about this workflow
Can the automation find the right Salesforce record on its own?
This workflow uses a record ID supplied in the webhook payload. The listed action creates a note and does not search for a matching record.
What should the note contain?
Instruct Notis to preserve the useful context, such as the request, decision, or next step, while avoiding unsupported assumptions.
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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