Turn a regular inquiry review into Salesforce leads
Set a recurring review for BotPenguin inquiry data you provide to Notis. The assistant can identify prospects that fit your stated criteria and create Salesforce leads with a short explanation of why they are worth a follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Founders often postpone reviewing chatbot inquiries until the backlog is large, making it harder to spot the best prospects and respond promptly.
- Create a steady review rhythm for incoming chatbot inquiries
- Surface the prospects that match your qualification criteria
- Record the reason a prospect appears worth contacting
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, with a name and prompt for the recurring inquiry review.
- 3Tell Notis where to find or receive the BotPenguin inquiry data, how to assess it, and to create a Salesforce lead for each prospect that meets your criteria.
- 4Choose notis_cron and set the review schedule; provide the needed inquiry data to Notis for each run.
- 5Choose a report channel and test with one real inquiry before relying on scheduled runs.
Questions about this workflow
Does a schedule automatically fetch BotPenguin conversations?
Not from the event information provided here. This workflow needs BotPenguin inquiry data to be supplied or made available to Notis for each scheduled run.
Can Notis use criteria such as budget or industry?
Yes, if those details are present in the inquiry data or you provide them. Notis cannot infer missing prospect history or qualification fields.
What happens to inquiries that do not qualify?
The prompt can ask Notis to summarize or report them without creating a Salesforce lead, as long as the source data is available.
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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