Keep Salesforce opportunity products aligned with BotMape conversations
Carry a customer's stated product needs into the opportunity record while the details are fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
An opportunity can miss important product scope when the customer's request stays only in the chat.
- Record a product requirement on the identified opportunity.
- Use supplied IDs to target the correct product and deal.
- Reduce repeated entry of confirmed product scope.
Setup
Build it in a few focused steps.
- 1Connect BotMape and Salesforce once in the Notis portal.
- 2Create an automation and describe the product and opportunity evidence required.
- 3Choose a Notis webhook trigger and select a report channel.
- 4Test with valid opportunity and pricebook entry IDs.
Questions about this workflow
What must already exist in Salesforce?
The product must exist in a pricebook entry associated with the opportunity's pricebook. Provide the relevant IDs.
Can it choose a product from a vague request?
Use the instruction to require a clear product match and report ambiguous requests for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BotMape to Salesforce. A trigger fires from one place; an action lands in another.
BotMape 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.
BotMape and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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