Carry recurring Botpress customer issues into Salesforce
Help account teams see repeated friction points without manually comparing chatbot conversations one by one.
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
Recurring issues can be hard to spot when each chatbot conversation is reviewed in isolation.
- Bring repeated customer pain points into account context.
- Summarize examples in a format teammates can review.
- Reduce manual comparison across 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 provided Botpress history for repeated issues for each customer and create a Salesforce note with a brief summary and supporting examples; provide the history scope and record references.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one customer whose history includes a known repeated issue and review the note.
Questions about this workflow
How many conversations are needed to call an issue recurring?
Set your own threshold in the instruction, and ensure the relevant conversation history is available. Notis cannot infer history it has not been given.
Can this add notes to multiple customer records?
Yes, when the request or available data clearly connects each conversation to a Salesforce record. Supply identifiers when matching is uncertain.
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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