Bring Botpress chat context into your new lead review
A new lead is a good time to check what people are already asking your bot. Notis retrieves Botpress conversations so you can review available chat context alongside the lead notification.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
LIST_CONVERSATIONS
Tool to list all conversations. use when you need to retrieve and page through chat threads.
Why this helps
Switching between your CRM and bot dashboard to look for relevant chat context adds another step to every new lead.
- Get a timely cue to review Botpress conversations when a lead arrives.
- Reduce dashboard switching during lead follow-up.
- Use Notis to summarize the conversations returned by Botpress.
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 returned chat context when a Salesforce lead is created.
- 4Pick the New Lead trigger, id 16813, and choose where run reports go.
- 5Test with one real new lead and review the report.
Questions about this workflow
Does this find conversations belonging to the new lead?
The listed Botpress action retrieves conversations. It does not specify a contact search or matching capability, so do not assume the returned conversations belong to the lead.
Can Notis summarize the conversations it retrieves?
Yes. You can ask Notis to summarize the data returned by the Botpress action.
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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