Review bot issues when an opportunity changes
Opportunity changes can be a useful prompt to check whether your customer facing bot has reported issues. Notis retrieves issues for the bot you specify so you can review them in context.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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.
Why this helps
Bot configuration problems can go unnoticed when checking CRM updates and bot health requires separate routines.
- Use an opportunity change to prompt a Botpress issue review.
- See retrieved issues associated with the bot you specify.
- Keep a review report alongside your Salesforce 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 list issues for your specified Botpress bot when an opportunity changes and summarize the returned issues.
- 4Pick the New or Updated Opportunity trigger, id 16814, and choose where run reports go.
- 5Test with one real opportunity change and confirm the intended bot is specified.
Questions about this workflow
Does this automatically determine which bot relates to an opportunity?
No relationship lookup is specified for these events. Name the Botpress bot to check in your instruction.
What does the Botpress action return?
It lists issues associated with a specific bot and supports pagination through results.
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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