Keep chatbot follow-ups from slipping through
When a BotPenguin conversation needs a human reply, send its details to Notis and create a Salesforce task with the reason and conversation context ready to review.
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 request for a callback or personal answer can get buried among routine bot conversations and never make it onto a to-do list.
- Put requests for personal follow-up into Salesforce tasks
- Keep the reason for follow-up alongside the conversation
- Reduce the need to scan chatbot inboxes for open commitments
Setup
Build it in a few focused steps.
- 1Connect BotPenguin and Salesforce to Notis once in the portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Tell Notis to create a Salesforce task for an incoming BotPenguin conversation that requests a human response, including the request and chat context.
- 4Choose notis_webhook as the trigger and set BotPenguin to send matching conversation details to the Notis webhook URL.
- 5Choose where run reports go and test using one real conversation that needs follow-up.
Questions about this workflow
Can this workflow be started by a BotPenguin event?
No BotPenguin trigger event is provided in this workflow context, so it uses a Notis webhook.
Can the task be tied to an existing Salesforce record?
If the webhook provides a valid related record identifier, tell Notis to associate the task with it. Otherwise, the task can be created with the conversation details supplied.
How does Notis know which conversations need a task?
State the criteria in the prompt, such as a callback request or an unanswered question that requires a person, or have BotPenguin send only those conversations.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BotPenguin to Salesforce. A trigger fires from one place; an action lands in another.
BotPenguin 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.
BotPenguin and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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