Connect Salesforce to Botpress

When something happens in Salesforce, Notis takes the next step in Botpress. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Salesforce to Botpress

View example

Review Botpress Conversations When a Salesforce Lead Arrives

When Salesforce creates a lead, have Notis retrieve Botpress conversations and prepare a quick review of recent chat context.

View example

Check Botpress Issues When an Opportunity Changes

Use Salesforce opportunity changes as a cue to retrieve issues for a specified Botpress bot and review potential configuration problems.

View example

Review Botpress Conversations After a Salesforce Task Completes

When a Salesforce task is completed, retrieve Botpress conversations and summarize the returned chat threads for a follow-up review.

View example

Review Botpress Workspaces When a Salesforce Account Changes

When a Salesforce account is created or updated, retrieve the Botpress workspace list and summarize the available workspace inventory.

View example

Check Botpress File Tags When a Salesforce Contact Changes

Use Salesforce contact updates as a cue to retrieve Botpress file tags and summarize the available tag metadata.

View example

Review Botpress Tag Values When Salesforce Adds a Contact

When a Salesforce contact is created, retrieve the values for a Botpress file tag you specify and summarize the returned values.

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Botpress. A trigger fires from one place; an action lands in another.

Salesforce triggers

Botpress actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete File

Tool to delete a file by its id or key. use after confirming the file exists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Account

Tool to get details of the authenticated account. use after confirming valid credentials.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

LIST_BOT_ISSUES

Tool to list issues associated with a specific bot. use when you need to discover errors or configuration problems tied to a bot, optionally paginating through results.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

LIST_CONVERSATIONS

Tool to list all conversations. use when you need to retrieve and page through chat threads.

ActionInstant

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.

TriggerPolling

LIST_FILE_TAGS

Tool to list all tags used across all bot files. use when you need to retrieve or display file tag metadata; supports pagination via nexttoken.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

LIST_FILE_TAG_VALUES

Tool to list all values for a given file tag across all files. use after determining the tag name; supports pagination via nexttoken.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

LIST_PUBLIC_WORKSPACES

Tool to retrieve a list of public workspaces. use when browsing publicly available workspaces before selection.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

LIST_WORKSPACES

Tool to retrieve a list of workspaces. use when you need to list and page through your botpress workspaces, optionally filtering by handle.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.