Give every promising Botdog reply a next step
Turn a reply into a Salesforce task that is ready for someone to pick up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Replies that need a response can sit without an owner or reminder while the team switches between tools.
- Create a follow-up task from webhook details.
- Keep outreach follow-up with other Salesforce activities.
- Reduce the chance of an interested prospect being overlooked.
Setup
Build it in a few focused steps.
- 1Connect Botdog and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Salesforce task for a reply that needs follow-up, using the person and conversation context in the webhook.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example reply.
Questions about this workflow
Will every reply create a task?
Describe in the instruction which reply situations need a task. Notis receives the webhook and interprets its supplied context.
Does this workflow send a LinkedIn response?
No. The listed Salesforce action creates a task; it does not send a Botdog message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botdog to Salesforce. A trigger fires from one place; an action lands in another.
Botdog 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.
Botdog and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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