Create Salesforce leads from qualified BotMape conversations
Let interested prospects move from an AI conversation into Salesforce without a manual handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Promising conversations can disappear when nobody has time to review every BotMape chat and create a lead.
- Capture prospects who share contact details and buying intent.
- Keep the conversation context available for follow-up.
- Reduce manual review of routine prospect handoffs.
Setup
Build it in a few focused steps.
- 1Connect BotMape and Salesforce once in the Notis portal.
- 2Create an automation and describe the lead criteria and context to include.
- 3Choose a Notis webhook trigger and select a report channel.
- 4Test with one real BotMape conversation that includes valid lead details.
Questions about this workflow
What should the webhook provide?
Include the conversation content or summary and any contact details the prospect supplied. Notis needs enough evidence to decide whether the lead criteria are met.
Will every conversation create a lead?
Describe a clear qualification rule in the instruction so Notis creates a lead only when the conversation meets it.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.