Keep callback promises from getting lost in Botpress
Turn stated commitments to call back into Salesforce tasks that are easier for the team to see and complete.
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 promise to call someone back is easy to forget when it is only mentioned in a chatbot conversation.
- Capture explicit callback commitments in Salesforce.
- Include the promised timing when available.
- Reduce missed follow-ups from chatbot 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 review the available Botpress history for explicit promises to call back and create Salesforce tasks with the stated timing and record references; provide the history scope.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one conversation containing a callback promise and review the task details.
Questions about this workflow
Can the task include a due date?
Include the promised date or timing in the conversation or request. If the timing is vague, the task should preserve that wording instead of assuming a date.
How can I avoid repeated tasks?
Set a review window or provide a baseline of already handled conversations. The available Salesforce task action does not specify duplicate detection.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.