Turn chat commitments into Salesforce tasks
Have Notis review the Botpress history you provide and capture actionable follow-ups as Salesforce tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 next step can disappear in chat history when nobody remembers to create a task.
- Capture explicit follow-up commitments in Salesforce.
- Keep next steps visible alongside other sales work.
- Reduce the need to revisit chat history manually.
Setup
Build it in a few focused steps.
- 1Connect Botpress and Salesforce in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to review the available Botpress conversation history, identify explicit follow-up commitments, and create a Salesforce task for each; specify who should own tasks if needed.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real conversation and review the tasks Notis creates.
Questions about this workflow
Will this create tasks from old conversations automatically?
The schedule runs against the Botpress conversation data made available to Notis. Set the scope in your instruction and provide history or a baseline if the integration does not expose it.
Can tasks be assigned to a specific person?
State the intended owner in your instruction. The Salesforce task action supports creating tasks, but task ownership may depend on available account details and setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botpress to Salesforce. A trigger fires from one place; an action lands in another.
Botpress 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.
Botpress and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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