Refresh Salesforce customer context from Botpress history
Give your team a concise view of recent chatbot interactions without manually scanning conversation transcripts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Customer context becomes scattered when recent Botpress interactions never make it into the Salesforce record.
- Make recurring customer context reviews easier.
- Preserve notable changes and unresolved questions in Salesforce.
- Reduce transcript scanning and manual note writing.
Setup
Build it in a few focused steps.
- 1Connect Botpress and Salesforce in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to summarize relevant Botpress history for each provided customer and create a Salesforce note on the matching record; include identifiers and a history window or baseline.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one customer record and review the summary for accuracy.
Questions about this workflow
Can Notis determine which conversations are new since the last run?
Only if the source data or request supplies a time window, modified-since value, or other baseline. Include the scope in your instruction when it is not available automatically.
What if a customer cannot be matched to a Salesforce record?
Provide a Salesforce record identifier or clear matching details. Review any uncertain match before relying on the note being attached.
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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