Make customer retention concerns actionable in Salesforce
Bring clear signs of customer concern into the team's Salesforce follow-up queue with the context needed to respond.
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 customer concern may be overlooked when it is expressed in a chatbot and never reaches the account team.
- Surface explicit customer concerns for timely human review.
- Keep the customer's stated issue in the task context.
- Reduce manual scanning of conversation histories.
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 review the available Botpress conversations for explicit dissatisfaction or intent to leave and create Salesforce tasks for human follow-up; provide the history scope and record references.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one conversation that contains a known concern and review the task.
Questions about this workflow
Does this predict churn?
No. It can identify language in the available conversations that matches the criteria you specify, but it does not establish a churn forecast or use data that was not provided.
Can it identify the account owner automatically?
Only if the necessary Salesforce context is available. Include the relevant record identifier or owner guidance in the request when needed.
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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