Turn complete Botbaba introductions into Salesforce contacts
Review chat introductions in one batch and save the people worth keeping in your customer records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Introductions arrive across conversations, and manually copying each one into Salesforce is easy to postpone.
- Process available introductions in a focused batch.
- Create contacts only when required identity details are present.
- Reduce repeated manual entry from chat history.
Setup
Build it in a few focused steps.
- 1Connect Botbaba and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to review accessible conversations and create Salesforce contacts only for complete introductions with a last name and supported contact information; link an account only when a valid reference is available.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real introduction and confirm the contact is accurate.
Questions about this workflow
Does this run against all historical conversations?
It can review only data available to Notis at run time. Make sure the Botbaba data or conversation batch is available to the automation.
Will it create a contact from an email address alone?
A last name is required for standard contact creation. Notis should skip records that lack required information.
Can I use this instead of a live trigger?
Yes, this workflow uses a Notis schedule because Botbaba trigger events are not listed in this context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botbaba to Salesforce. A trigger fires from one place; an action lands in another.
Botbaba 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.
Botbaba and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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