Associate Chatbotkit contacts with Salesforce accounts
Keep people and companies connected after the conversation ends.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Why this helps
Contacts become harder to use when their account relationship is missing or outdated.
- Improve account visibility
- Make handoffs clearer
- Reduce relationship cleanup
Setup
Build it in a few focused steps.
- 1Connect Chatbotkit and Salesforce in Notis once.
- 2Create an automation for contact account association.
- 3Tell Notis to identify the existing Salesforce contact and matching account from the conversation, then associate them only when the match is supported.
- 4Choose the Notis webhook trigger and report channel.
- 5Test with one conversation that names a known company.
Questions about this workflow
What if several accounts look similar?
Tell Notis to stop and report the possible matches for review.
Does it create a contact?
No, this workflow updates the relationship for an existing contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatbotkit to Salesforce. A trigger fires from one place; an action lands in another.
Chatbotkit 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.
Chatbotkit and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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