Connect Salesforce to Botsonic

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

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Salesforce to Botsonic

View example

Refresh a Botsonic starter prompt when an opportunity changes

Use Salesforce opportunity updates to refresh a specified Botsonic starter question with wording you provide for that sales stage.

View example

Review Botsonic conversations when a Salesforce task is completed

When a Salesforce task is created or completed, retrieve Botsonic conversation threads for a quick review alongside the task context.

View example

Check Botsonic FAQ coverage when a Salesforce lead arrives

On a new Salesforce lead, retrieve Botsonic FAQs and report which entries appear relevant to the lead details you ask Notis to review.

Supported Triggers and Actions

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

Salesforce triggers

Botsonic actions

Recurring trigger

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

TriggerScheduled

Bulk Upload Bot URLs

Tool to bulk upload urls for bot training. use when you need to upsert multiple document urls into a bot in one request.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Bot Data

Tool to delete specific bot data using its id. use when you need to remove outdated or irrelevant data after confirming the data identifier.

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

Delete Starter Question

Tool to delete a specific starter question by its unique identifier. use after confirming the id of the starter question you want to remove.

ActionInstant

Contact Updated

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

TriggerPolling

Delete Uploaded File

Tool to delete a specific uploaded file by its id. use when you need to remove a file from the bot's data repository after confirming the file id.

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

Get All Bot Data

Tool to retrieve all data associated with the bot, including files and resources. use when you need a comprehensive export of bot assets for backup or inspection.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Get All Bots

Tool to retrieve all bots associated with the account. use when you need to list existing bots after authentication.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Get All Conversations

Tool to retrieve all conversations related to the bot. use after authentication when you need a paginated list of conversation threads for review or analytics.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Get All FAQs

Tool to retrieve all frequently asked questions associated with the bot. use after authenticating the bot and when you need to list or manage its faq entries.

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.