Keep BotMape conversation context with the Salesforce record
Make the important parts of an AI conversation easy to find when you return to a Salesforce record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Useful customer details are hard to act on when they remain only in a BotMape transcript.
- Keep relevant context next to a Salesforce record.
- Avoid searching through transcripts before a follow-up.
- Capture concise summaries instead of copying entire chats.
Setup
Build it in a few focused steps.
- 1Connect BotMape and Salesforce once in the Notis portal.
- 2Create an automation and describe what to summarize and which record to use.
- 3Choose a Notis webhook trigger and select a report channel.
- 4Test with one conversation and a valid Salesforce record ID.
Questions about this workflow
What record does the note attach to?
The webhook should provide the Salesforce record ID. The automation should skip or report cases where the ID is missing or invalid.
Can it include the full transcript?
Describe the note content you want. A concise summary is easier to scan; include only conversation details relevant to the record.
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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