Fetch Salesforce account context for Botsonic replies
Give your agent current account context before it responds or hands off.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get account
Retrieves a specific account by id from salesforce, returning all available fields.
Why this helps
Chat responses can lack important account history when CRM context is not readily available.
- Improve response context
- Reduce internal lookup time
- Support more informed handoffs
Setup
Build it in a few focused steps.
- 1Connect Botsonic and Salesforce in Notis once.
- 2Create an automation named Botsonic Account Context Retrieval.
- 3Describe when a conversation should retrieve an account and how the returned details should be used.
- 4Choose the Notis webhook trigger and a report channel.
- 5Test it with a conversation tied to a known account.
Questions about this workflow
What does this action retrieve?
It retrieves the Salesforce account record for the supplied account id.
What if no account id is available?
Ask Notis to request clarification or report that the account identifier is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botsonic to Salesforce. A trigger fires from one place; an action lands in another.
Botsonic 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.
Botsonic 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.