Check your chatbot FAQ coverage for new Salesforce leads
When a lead arrives, get a quick view of the Botsonic FAQs that may match the details available in Salesforce. Notis can retrieve the FAQ list and report its findings for review.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
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.
Why this helps
It takes extra effort to check whether existing chatbot FAQs address the interests recorded for each new lead.
- Retrieve the Botsonic FAQ list when a new Salesforce lead is created.
- Review possible FAQ matches against lead details available in the event or other supplied context.
- Spot apparent coverage gaps in a run report for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Botsonic once in the Notis portal.
- 2Create an automation instructing Notis to retrieve Botsonic FAQs and compare them with the lead details available; say how to report possible matches and apparent gaps.
- 3Pick the Salesforce New Lead trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real lead and review the FAQ comparison.
Questions about this workflow
Will this add a missing FAQ to Botsonic?
No. The available action retrieves FAQs for review. It does not create or update FAQ entries.
What if the lead event does not include the details needed for comparison?
Notis can only compare information it receives or that you supply in the instruction. Add any missing interest or qualification details as context.
When this happens · Trigger
Do this · Action
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 use when you need to remove outdated or irrelevant data after confirming the data identifier.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
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.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get All Bots
Tool to retrieve all bots associated with the account. use when you need to list existing bots after authentication.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Connect any two apps with Notis in the middle.
Salesforce and Botsonic, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Botsonic.