Turn opportunity changes into a timely customer action
Use Salesforce opportunity updates to prompt the next Botbaba action for a customer whose Botbaba user identity is known.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Important opportunity changes can require a customer follow-up, but manually handing the update to a chatbot adds another step to remember.
- Responds to Salesforce opportunity creation or updates.
- Starts a selected Botbaba action for a known Botbaba user.
- Cuts the manual step between CRM changes and chatbot follow-up.
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 which opportunity changes should start a selected Botbaba action, and require an available Botbaba user identity.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real opportunity associated with a known Botbaba user.
Questions about this workflow
Does every opportunity update start the action?
The trigger fires for opportunities created or updated. Describe in your instruction which changes warrant an action; Notis evaluates the event data against that instruction.
What if the opportunity does not identify a Botbaba user?
The workflow should skip it. The action requires a Botbaba user identity, which Salesforce opportunity data may not contain unless your records provide it.
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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