Pair completed tasks with a Botpress conversation review
Closing a task can be a natural moment to check the bot's conversation queue. Notis retrieves Botpress conversations and prepares a concise summary of the returned threads.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
LIST_CONVERSATIONS
Tool to list all conversations. use when you need to retrieve and page through chat threads.
Why this helps
After closing a CRM task, it is easy to forget the separate check for customer conversations waiting in the bot.
- Use task completion as a cue to review Botpress conversations.
- Get a concise summary of returned chat threads.
- Keep a follow-up review connected to the completed task event.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Botpress once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to create one.
- 3In one instruction, ask Notis to retrieve Botpress conversations and summarize the returned threads when a Salesforce task is completed.
- 4Pick the Task Created or Completed trigger, id 16815, and choose where run reports go.
- 5Test with one real completed task and review the report.
Questions about this workflow
Can this retrieve only conversations related to the completed task?
The listed Botpress action retrieves conversations generally. A task-to-conversation matching feature is not specified.
Can the task trigger be limited by subject or status?
The Salesforce event supports optional filtering by task Status or Subject.
When this happens · Trigger
Do this · Action
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.
Delete File
Tool to delete a file by its id or key. use after confirming the file exists.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Account
Tool to get details of the authenticated account. use after confirming valid credentials.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
LIST_CONVERSATIONS
Tool to list all conversations. use when you need to retrieve and page through chat threads.
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.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
LIST_PUBLIC_WORKSPACES
Tool to retrieve a list of public workspaces. use when browsing publicly available workspaces before selection.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Connect any two apps with Notis in the middle.
Salesforce and Botpress, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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