Keep Charla conversation context in Salesforce
Give your team the backstory without asking anyone to search chat history.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Important customer context stays isolated in Charla and is missing when someone opens Salesforce.
- Centralize customer context
- Reduce repeated questions
- Make handoffs easier
Setup
Build it in a few focused steps.
- 1Connect Charla and Salesforce once in the Notis portal.
- 2Create an automation instructing Notis to summarize each selected conversation and create a Salesforce note on the relevant record.
- 3Choose the Charla webhook trigger.
- 4Pick a report channel for success and exception messages.
- 5Test with one representative conversation.
Questions about this workflow
Will Notis copy the entire transcript?
You can request a concise summary or a full transcript excerpt in the instruction.
What if the Salesforce record cannot be identified?
Have Notis report the conversation for manual matching instead of creating an unrelated note.
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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