Create Salesforce contacts from identified Botsonic visitors
Turn known visitors into usable relationship records in seconds.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Contact details gathered in chat often remain isolated from the CRM.
- Reduce duplicate data entry
- Keep relationship records complete
- Make future conversations easier to recognize
Setup
Build it in a few focused steps.
- 1Connect Botsonic and Salesforce in Notis once.
- 2Create an automation named Botsonic Contact Creation.
- 3Describe the evidence required before creating a contact and how to handle incomplete details.
- 4Choose the Notis webhook trigger and a report channel.
- 5Test it with one chat containing verified contact information.
Questions about this workflow
Will it create a contact from every chat?
No. Your prompt can require explicit, reliable details and skip or report conversations that do not meet the criteria.
Can it avoid creating duplicates?
Ask Notis to check available Salesforce context and report possible duplicates before creating a contact.
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
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