Make Botpress customer success handoffs easier to act on
Give the next person a brief summary of what happened, what the customer needs, and what remains open.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
A teammate picking up a chatbot conversation may have to reconstruct the context from the full transcript.
- Provide a quick, consistent handoff for customer success.
- Keep open questions and customer needs together.
- Reduce context switching between chat history and the CRM.
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 which conversations require customer success attention and to create a Salesforce note summarizing the issue, customer need, and any explicit open next step; include the record identifier.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real handoff conversation and check that the note is clear and factual.
Questions about this workflow
Can this assign the handoff to a customer success teammate?
This workflow creates a note. Specify the intended reviewer in the note content if useful; it does not assign a Salesforce task.
What should a good handoff note include?
Ask for the customer's stated need, key context, and any explicit unresolved question or next step. Keep it faithful to the conversation.
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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