Fetch Salesforce account context for a Chatbotkit handoff
Make escalations easier by bringing the right account context with them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get account
Retrieves a specific account by id from salesforce, returning all available fields.
Why this helps
Human handoffs slow down when the next person has to search Salesforce from scratch.
- Reduce handoff search time
- Give agents relevant account context
- Improve continuity
Setup
Build it in a few focused steps.
- 1Connect Chatbotkit and Salesforce in Notis once.
- 2Create an automation for escalated conversation handoffs.
- 3Tell Notis to identify the Salesforce account and retrieve its current details for the handoff summary.
- 4Choose the Notis webhook trigger and report channel.
- 5Test with one conversation that requests human assistance.
Questions about this workflow
What if the account ID is missing?
Tell Notis to report the missing identifier and include the available conversation context.
Does this update Salesforce?
No, it retrieves account details for the handoff.
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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