Keep BotMape contacts connected to their Salesforce account
Make sure customer conversations stay connected to the company they concern.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Why this helps
A contact can sit disconnected from the right account when the relationship is known in conversation but never updated in Salesforce.
- Connect a contact to an identified existing account.
- Preserve company context for later CRM work.
- Avoid manual relationship updates after a conversation.
Setup
Build it in a few focused steps.
- 1Connect BotMape and Salesforce once in the Notis portal.
- 2Create an automation and describe how the conversation identifies the contact and account.
- 3Choose a Notis webhook trigger and select a report channel.
- 4Test with one conversation and valid Salesforce contact and account IDs.
Questions about this workflow
Can it find the right account from a company name alone?
Use valid record IDs in the webhook when possible. If names are ambiguous, have Notis report the case for review instead of guessing.
Does this create a new contact?
No. This action updates the account association for an existing contact.
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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