Keep referral context from Botpress in Salesforce
Save who referred whom and the context they shared, so the team can follow up without searching through chat history.
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
Referral details can be lost when they are shared in chatbot conversations and never added to the customer record.
- Preserve referral context with the customer record.
- Keep explicit referral details available for follow-up.
- Reduce manual transcription from chat.
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 referral information in the supplied Botpress conversation and create a Salesforce note with the stated people and context; provide the matching record identifier.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real referral conversation and check that the note does not infer unstated details.
Questions about this workflow
Can the workflow create a lead for the referred person?
This workflow creates a note. A separate lead workflow could be used when the conversation includes the required lead details.
What if the referred person is not identified by name?
The note can preserve the referral context that is available, but include more details in the request if your team needs to identify the person.
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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