Create a Salesforce lead from a qualified Chatfai conversation
Move promising Chatfai conversations into Salesforce before interest goes cold.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Promising conversations stay trapped in chat history, so follow-up gets delayed or forgotten.
- Capture intent while context is fresh
- Reduce manual CRM entry
- Give sales a useful conversation summary
Setup
Build it in a few focused steps.
- 1Connect Chatfai and Salesforce in Notis once.
- 2Create an automation and describe that qualified Chatfai chats should become Salesforce leads with a concise summary.
- 3Choose a Notis webhook as the trigger.
- 4Select a report channel, then test with one real qualified conversation.
Questions about this workflow
What makes a conversation qualified?
Tell Notis the buying signals, audience, or intent threshold to use in the automation prompt.
Can the lead include the chat context?
Yes. Ask Notis to include a concise summary and relevant questions from the webhook payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatfai to Salesforce. A trigger fires from one place; an action lands in another.
Chatfai 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.
Chatfai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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