Keep useful Botbaba conversation context on Salesforce records
Give the next person who opens a Salesforce record the chat context they need, without hunting through Botbaba history.
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 customer context stays stranded in conversation history instead of the Salesforce record where follow-up happens.
- Keep a short conversation recap alongside the relevant Salesforce record.
- Make handoffs easier with key customer needs and agreed next steps in one place.
- Avoid attaching a note when the record reference is missing or invalid.
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 summarize the incoming Botbaba conversation and create a Salesforce note on the supplied record only when a valid Salesforce record ID is provided.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real conversation and record reference, then confirm the note is attached correctly.
Questions about this workflow
Can Notis determine which Salesforce record to use from a name alone?
The create note action needs a record association. Supply a valid record reference in the webhook data or make the record resolvable through available Salesforce data; otherwise, have Notis report that it cannot attach the note.
What should the summary include?
Ask for a brief recap of the customer's stated needs, important decisions, and explicit next steps. Notis should not add details that are absent from the conversation.
Does Botbaba send this automatically?
No Botbaba trigger event is listed. A Notis webhook must receive an HTTP request containing the conversation data.
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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