Save Chatbotkit summaries as Salesforce notes
Keep the useful parts of every conversation beside the record they inform.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Teams lose customer context when chat transcripts remain isolated from Salesforce.
- Preserve customer context
- Reduce transcript reading time
- Make handoffs easier
Setup
Build it in a few focused steps.
- 1Connect Chatbotkit and Salesforce in Notis once.
- 2Create an automation for saving conversation context.
- 3Tell Notis to summarize the supplied conversation and create a Salesforce note attached to the identified record.
- 4Choose a Notis webhook trigger and report channel.
- 5Test with one conversation that includes a known Salesforce record.
Questions about this workflow
What if no Salesforce record can be identified?
Tell Notis to report the missing identifier instead of attaching the note blindly.
Can I control the note format?
Yes, specify the sections you want, such as needs, objections, and next step.
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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