Keep customer details aligned across Salesforce and Botbaba
A contact detail changes in Salesforce. Have Notis update the corresponding existing Botbaba contact using its known ID.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Update Contact
Tool to update an existing contact. Use when needing to modify contact details after confirming contact_id.
Why this helps
Contact details can drift between your CRM and chatbot, leaving Botbaba with stale information for customer conversations.
- Refreshes an existing Botbaba contact after a Salesforce contact update.
- Reduces manual contact maintenance across tools.
- Uses an explicit Botbaba contact ID to target the correct record.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Botbaba once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to update the existing Botbaba contact with the changed Salesforce contact details when a Botbaba contact ID is present.
- 4Pick the Salesforce Contact Updated trigger and choose where run reports should go.
- 5Test with one real Salesforce contact that includes its Botbaba contact ID.
Questions about this workflow
How does Notis find the matching Botbaba contact?
The workflow needs the Botbaba contact ID on the Salesforce record or otherwise available in the event data. The listed Botbaba actions do not provide a contact search action.
Will it create a contact if no Botbaba contact exists?
No. The available action updates an existing contact. Records without a usable Botbaba contact ID should be skipped.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Botbaba. A trigger fires from one place; an action lands in another.
Salesforce triggers
Botbaba actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Shopify Cart Creation Simulator
Tool to simulate a Shopify cart creation webhook payload. Use when generating test payloads for BOTBABA_CART_CREATION_SHOPIFY_WEBHOOK.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Cart Creation Shopify Webhook
Tool to receive Shopify Cart Creation webhooks. Use when configuring Shopify webhook for Cart Creation events and forwarding the payload to Botbaba. Must be called upon receiving Shopify payload.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Cart Update Shopify Webhook
Tool to forward Shopify cart update events to BotBaba. Use when processing Shopify Cart Update webhook after configuring the webhook in your store.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Shopify Checkout Creation Webhook Receiver
Tool to receive Shopify checkout creation webhook events. Use when configuring your Shopify store to notify BotBaba of checkout creation events.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Checkout Update Shopify Webhook
Tool to forward Shopify checkout/update events to Botbaba. Use when handling Shopify checkout update notifications.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete a broadcast campaign
Tool to delete a broadcast campaign. Use when you need to permanently remove a Botbaba broadcast by its ID after confirming it exists.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Contact
Tool to delete a contact. Use when you have the contact ID and want to remove it from Botbaba.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete a conversation flow
Tool to delete a conversation flow. Use when you need to permanently remove a Botbaba flow by its ID after confirming it exists.
Connect any two apps with Notis in the middle.
Salesforce and Botbaba, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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