Give every new lead a clear next step
When a lead arrives in Salesforce, have Botbaba start the relevant intake action for that person.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Execute Bot Action By User
Tool to execute a bot action for specific users. Use when you need to trigger actions for one or multiple bot users.
Why this helps
New leads can sit untouched while you switch between Salesforce and Botbaba to start the right conversation.
- Starts an existing Botbaba action when a Salesforce lead is created.
- Keeps lead intake moving without a manual handoff between apps.
- Uses the Botbaba user identity present in the lead data.
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 start the specified Botbaba action for a new lead when its Botbaba user identity is available, and skip records without one.
- 4Pick the Salesforce New Lead trigger and choose where run reports should go.
- 5Test with one real lead that has a matching Botbaba user identity.
Questions about this workflow
Does this create a Botbaba user for a new Salesforce lead?
No. The listed action executes a bot action for specified Botbaba users. The lead needs to include an identity that can be used to identify an existing Botbaba user.
Can I choose which Botbaba action starts?
Yes. Tell Notis which existing Botbaba action to run. The workflow does not create a new action or flow.
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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