Keep BotMape follow-up commitments on your Salesforce task list
Move the next step from the chat into a task you can actually see and complete.
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
A promised callback or demo can get lost when it stays buried in a conversation transcript.
- Capture explicit next steps from conversations.
- Keep the task connected to the relevant record when an ID is supplied.
- Spend less time rereading transcripts for commitments.
Setup
Build it in a few focused steps.
- 1Connect BotMape and Salesforce once in the Notis portal.
- 2Create an automation and describe which commitments should become tasks.
- 3Choose a Notis webhook trigger and select a report channel.
- 4Test with one real conversation containing a specific follow-up request.
Questions about this workflow
Can it create tasks without a Salesforce record ID?
The instruction can ask Notis to create a task using the information available. Include a record ID in the webhook when you want the task related to a specific record.
Does it infer a due date?
Use a date stated in the conversation or supplied in the webhook. If none is available, do not ask Notis to invent one.
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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