Review Chatbotkit opportunities needing attention
See the deals that need a decision before they go cold.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Opportunities informed by chatbot conversations can stall without a clear review rhythm.
- Spot stalled deals earlier
- Focus review time on meaningful exceptions
- Keep pipeline decisions visible
Setup
Build it in a few focused steps.
- 1Connect Chatbotkit and Salesforce in Notis once.
- 2Create an automation for a scheduled opportunity review.
- 3Tell Notis to list relevant Salesforce opportunities and highlight stale activity, missing next steps, or urgent signals supported by the available data.
- 4Choose a recurring Notis cron trigger and report channel.
- 5Run one test review and refine the criteria in plain language.
Questions about this workflow
What makes an opportunity relevant?
Specify the Chatbotkit source marker or other Salesforce criteria available in your records.
Can it recommend actions?
Yes, ask Notis to suggest a next step based on the returned 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.