Track customer expansion interest from Botbaba in Salesforce
Give a customer's explicit interest in additional work a clear path into your Salesforce pipeline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Expansion signals often arrive during ordinary support or planning chats and never make it into the sales pipeline.
- Surface explicit interest in additional products or services.
- Keep routine questions from turning into speculative opportunities.
- Use supplied account and close details to create actionable 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 review available account conversations and create an opportunity only for explicit expansion interest when the required name, stage, close date, and any account reference are provided.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real conversation that contains a clear expansion signal and verify the opportunity.
Questions about this workflow
What is an expansion signal for this workflow?
A customer explicitly asking to add a product, service, team, or scope. The instruction should make the qualifying intent clear and exclude hypothetical discussions.
What if no close date is available?
Opportunity creation requires a close date. Notis should report the missing detail instead of choosing one.
Will this see every Botbaba conversation?
Only conversation data accessible to Notis during the scheduled run is available for review.
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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