Close the loop on Salesforce Tasks in chat
Turn completed work into a clear conversation update and an easier next step.
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
Complete Conversation
Tool to send a message to a conversation and receive the bot’s reply. use after retrieving or initiating a conversation id.
Why this helps
Task completion often gets recorded in Salesforce without informing the conversation that depends on it.
- Share task outcomes in the relevant conversation
- Reduce dropped follow-up after work is completed
- Keep task context close to the next decision
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Chatbotkit once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Describe in one instruction how task context should close the loop in chat.
- 4Pick Task Created or Completed as the trigger and choose where run reports go.
- 5Test with one real Task example.
Questions about this workflow
When can this trigger run?
When a Task is created or when its status changes to Completed. Optional trigger filtering can use task Status or Subject.
Will the automation know which conversation to update?
Use a conversation ID available to the run or describe how to retrieve the intended conversation using available context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Chatbotkit. A trigger fires from one place; an action lands in another.
Salesforce triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Tool to send a message to a conversation and receive the bot’s reply. use after retrieving or initiating a conversation id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Integration
Tool to create a new integration. use when you need to set up a support channel integration for a bot after collecting the integration details.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Skillset
Tool to create a new skillset. use when you need to group multiple skills into a single reusable unit.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List Bots
Tool to retrieve a paginated list of all bots. use when you need to browse or manage multiple bots, and iterate pages via cursor.
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 conversation messages
Tool to list messages in a conversation with pagination. use after obtaining a conversation id to fetch messages page by page.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
List Conversations
Tool to retrieve a paginated list of conversations. use when you need to page through conversation history.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Datasets
Tool to list datasets. use when you need to browse or paginate through available datasets.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
List Integrations
Tool to retrieve a list of trigger integrations. use when you need to browse or manage configured trigger integrations and iterate pages via cursor.
Connect any two apps with Notis in the middle.
Salesforce and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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