Route qualified Charla leads automatically
Let your existing Salesforce rules decide who owns the next conversation.
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
Qualified leads wait for manual routing, slowing the response and creating ownership gaps.
- Shorten response time
- Use existing routing logic
- Make ownership explicit
Setup
Build it in a few focused steps.
- 1Connect Charla and Salesforce once in the Notis portal.
- 2Create an automation telling Notis which Charla conversations qualify a lead for Salesforce assignment rules.
- 3Choose the Charla webhook trigger.
- 4Pick a report channel for results.
- 5Test with one qualified lead.
Questions about this workflow
Does this replace Salesforce assignment rules?
No. It applies the rules your Salesforce organization already has configured.
Can unqualified chats be ignored?
Yes. Define the qualification threshold in the instruction.
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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