Give Salesforce owners a Charla activity digest
Put the conversations that need attention in front of the right owner.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get user info
Retrieves information about the current user or a specific user in salesforce.
Why this helps
Important chat activity is visible only to the people who happened to see it live.
- Improve internal visibility
- Reduce missed handoffs
- Start reviews with the right context
Setup
Build it in a few focused steps.
- 1Connect Charla and Salesforce once in the Notis portal.
- 2Create an automation asking Notis to identify notable recent Charla activity and prepare a concise digest for the relevant Salesforce user.
- 3Choose a recurring schedule trigger.
- 4Choose the report channel.
- 5Test with one digest period.
Questions about this workflow
Can the digest cover several owners?
Yes. Ask Notis to group items by Salesforce owner.
What counts as notable activity?
Define topics, urgency, customer value, or unresolved requests 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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