Audit Chatbotkit account coverage in Salesforce
Find the company records that need cleanup before they become another blind spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Chat sourced companies may lack complete account context or consistent follow-up.
- Find incomplete account coverage
- Prioritize cleanup work
- Improve handoff visibility
Setup
Build it in a few focused steps.
- 1Connect Chatbotkit and Salesforce in Notis once.
- 2Create an automation for a recurring account coverage audit.
- 3Tell Notis to list relevant Salesforce accounts and report missing context or follow-up signals that can be supported by the returned records.
- 4Choose a recurring Notis cron trigger and report channel.
- 5Run one audit and confirm the report format.
Questions about this workflow
Does this delete or modify accounts?
No, it lists accounts and reports review findings.
Can it focus on recently active accounts?
Yes, specify the available activity or recency criteria in the instruction.
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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