Bring Botsonic conversation context into Salesforce follow-up
A completed task can be a useful moment to check recent chatbot conversations. Let Notis retrieve Botsonic threads and include them in a run report for your review.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
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.
Why this helps
Customer follow-up can lose context when chatbot conversations and CRM tasks live in separate places.
- Retrieve Botsonic conversation threads when a Salesforce task event occurs.
- Review chatbot context near a customer follow-up moment.
- Receive run reports in a channel you already check.
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 conversations and summarize relevant context in the run report; specify any criteria it should use to identify relevant threads.
- 3Pick the Salesforce Task Created or Completed trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real task and review the retrieved conversations and report.
Questions about this workflow
Does this attach conversations to the Salesforce task?
No. The available Botsonic action retrieves conversations. Notis can include retrieved information in its run report, but this action does not attach it to a Salesforce record.
Can it identify the right conversation automatically?
Only when the retrieved data and your instruction provide enough information to identify relevant threads. Supply any missing matching criteria in your instruction.
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.
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Webhook trigger
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Record Updated (Generic SObject)
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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
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