Keep unanswered Botpress questions from slipping through
Have Notis look for questions that still need a person and turn them into visible Salesforce follow-up work.
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
An unanswered question can be overlooked when the team has to remember which chatbot conversations need review.
- Surface unresolved questions for human follow-up.
- Capture enough context to understand the customer's need.
- Reduce manual review of conversation history.
Setup
Build it in a few focused steps.
- 1Connect Botpress and Salesforce in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a descriptive name.
- 3Tell Notis to review the available Botpress conversations for questions with no clear answer or resolution and create Salesforce tasks; include the history scope and record identifiers when available.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one conversation containing an unresolved question and review the task.
Questions about this workflow
How does Notis know a question is unresolved?
Describe the evidence to look for, such as an explicit unanswered question or a request for follow-up. If resolution status is not present in the available history, provide the needed context.
Will it create duplicate tasks on each scheduled run?
The listed Salesforce action creates tasks and does not promise deduplication. Define the review window or provide a baseline, and inspect repeated results during the test.
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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