Keep deal conversation recaps beside Salesforce opportunities
Give deal owners a short recap of relevant chatbot conversations without asking them to reread the full history.
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
Deal context from chatbot conversations can be missed when it is separate from the opportunity record.
- Keep relevant conversation history with deal records.
- Help deal owners review customer context faster.
- Make useful chatbot interactions easier to revisit.
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 Botpress conversations relevant to the supplied Salesforce opportunities and create a note on each matching record; provide the record identifiers and history scope.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one active opportunity and verify the note contents and attachment.
Questions about this workflow
Can this find opportunities from a customer name alone?
A customer name may be ambiguous. Supply a Salesforce opportunity identifier or enough precise context to select the intended record.
What should the scheduled history scope be?
Specify a time window or baseline in the instruction. If Botpress data does not expose when conversations occurred, provide the relevant scope with the request.
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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