Fetch Salesforce opportunity context for a Chatbotkit handoff
Give the next teammate the deal context before they respond.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get opportunity
Retrieves a specific opportunity by id from salesforce, returning all available fields.
Why this helps
Deal related escalations waste time when the owner has to reconstruct context manually.
- Speed up deal handoffs
- Reduce repeated questions
- Keep responses grounded in CRM data
Setup
Build it in a few focused steps.
- 1Connect Chatbotkit and Salesforce in Notis once.
- 2Create an automation for opportunity related handoffs.
- 3Tell Notis to identify and retrieve the Salesforce opportunity referenced by the conversation, then summarize the relevant details for the human handoff.
- 4Choose the Notis webhook trigger and report channel.
- 5Test with a conversation tied to a known opportunity.
Questions about this workflow
What if multiple opportunities match?
Tell Notis to report the possible matches for a human choice.
Will it alter the opportunity?
No, it retrieves and summarizes the available opportunity details.
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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