Keep unanswered sales questions from falling through the cracks
Give unresolved questions a concrete follow-up task so the team knows what still needs an answer.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
A customer question can remain unanswered in a long chat thread without a clear reminder for the person who can resolve it.
- Turn clear open questions into actionable reminders.
- Keep the task tied to a contact, lead, or other record when that reference is known.
- Avoid creating tasks for questions already answered in available context.
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, identify specific sales questions with no answer in the available thread, and create a task only when a clear follow-up action and available task context exist.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real conversation containing an unresolved question and confirm the task is actionable.
Questions about this workflow
How does Notis know whether a question is unanswered?
It can judge only the conversation context available for the run. Limit the workflow to questions with no answer in that context, and provide broader history if needed.
Does this assign a task owner automatically?
Only use an owner supported by supplied context or the available Salesforce task action. The workflow should report when ownership is unclear.
Can it handle support issues too?
You can define the questions in scope, but this workflow is designed for sales follow-up and should create tasks only for explicit unresolved items.
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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