Turn Charla follow-ups into Salesforce tasks
Give every important chat a visible next action.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Requests that need a callback or investigation are easy to forget after the chat ends.
- Reduce dropped callbacks
- Give owners a concrete next step
- Keep conversation context with the task
Setup
Build it in a few focused steps.
- 1Connect Charla and Salesforce once in the Notis portal.
- 2Create an automation describing which Charla conversations should create a Salesforce task and what the task should say.
- 3Choose the Charla webhook trigger.
- 4Choose where Notis should send run reports.
- 5Test with one conversation that needs follow-up.
Questions about this workflow
Can this cover support and sales requests?
Yes. Define the request types and desired task wording in plain language.
Can the task include a due date?
Ask Notis to set a due date when the conversation provides enough timing context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Charla to Salesforce. A trigger fires from one place; an action lands in another.
Charla 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.
Charla and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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