Keep a Botsonic starter question current as opportunities move
Give prospects a more relevant opening prompt when your Salesforce opportunities change. Tell Notis which Botsonic starter question to update and provide the wording you want it to use.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Update Starter Question
Tool to update an existing starter question by its unique identifier. use after confirming the id and desired updates.
Why this helps
Starter prompts can fall out of step with your sales process, leaving prospects unsure what to ask next.
- Refresh a selected starter question after an opportunity is created or updated.
- Keep the prompt tied to wording you have approved.
- Review the run report without manually checking every opportunity.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Botsonic once in the Notis portal.
- 2Create an automation with a name and an instruction that identifies the existing Botsonic starter question by its ID and provides the exact replacement wording or how to select approved wording for the opportunity stage.
- 3Pick the Salesforce New or Updated Opportunity trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real opportunity and confirm the intended starter question was updated.
Questions about this workflow
Does this create a new starter question?
No. It updates an existing Botsonic starter question. Your instruction must identify that question by its unique ID and specify the desired update.
Will Notis choose the wording automatically?
Only if you describe a clear rule and provide the approved wording in your instruction. The Salesforce event does not supply Botsonic prompt copy by itself.
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
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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
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