Route Salesforce leads after Botsonic intake
Get new chatbot leads to the right owner without a manual routing step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A lead can sit untouched when ownership is not assigned immediately after intake.
- Reduce routing delays
- Use existing Salesforce assignment rules
- Make intake operational immediately
Setup
Build it in a few focused steps.
- 1Connect Botsonic and Salesforce in Notis once.
- 2Create an automation named Botsonic Lead Routing.
- 3Describe when an identified lead should have Salesforce assignment rules applied.
- 4Choose the Notis webhook trigger and a report channel.
- 5Test it with one lead that should be routed.
Questions about this workflow
Does this replace Salesforce assignment rules?
No. It applies the assignment rules already configured in your Salesforce org.
Can it route every chatbot lead?
Yes, if your prompt and available lead identifiers support that outcome.
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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