Keep referred prospects moving from Botbaba into Salesforce
A warm introduction deserves a clear next step. Save complete referrals as leads while the conversation is still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Warm referrals are especially easy to drop when their details are mentioned casually in a conversation.
- Give referred prospects a place in the Salesforce pipeline.
- Preserve referral context in available lead details where supported.
- Skip incomplete referrals rather than creating unusable records.
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 create a Salesforce lead only when the incoming conversation clearly identifies a referral and includes the required lead details, such as last name and company.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real referral conversation and verify the lead details.
Questions about this workflow
Will this create a lead whenever someone mentions a name?
No. Require a clear referral context and sufficient lead details before creation.
Can the referring person's information be preserved?
Use it in supported fields only when provided. Do not invent custom fields or assume organization-specific configuration.
What if company or last name is missing?
The lead action generally requires those details. Notis should skip creation and report what is missing.
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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