Keep customer product feedback with Salesforce records
Capture what customers say about your product while the conversation is still fresh and easy to identify.
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
Product feedback is hard to act on when it remains inside chatbot conversations instead of the customer record.
- Keep customer feedback available to sales and service teams.
- Preserve the customer's wording and relevant context.
- Reduce manual copy and paste from conversations.
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 identify explicit product feedback in the supplied Botpress conversation, summarize it faithfully, and create a Salesforce note on the matching record.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real feedback conversation and check that the note preserves its meaning.
Questions about this workflow
Can this distinguish feedback from general conversation?
State what you count as actionable product feedback in the instruction. Notis can analyze the conversation content provided to it.
What if the conversation mentions several products or records?
Include a Salesforce record identifier or clear customer context in the webhook request, and specify which feedback belongs on which record.
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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