Keep Chatbotkit replies aligned with Contact updates
Let contact changes inform the next conversation, without another round of CRM-to-chat copying.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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
A contact's latest details can change while the chatbot conversation still reflects old context.
- Use changed Contact fields as conversation context
- Reduce repeated CRM lookups
- Keep responses timely after a Contact edit
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 changed Contact details should inform the conversation.
- 4Pick Contact Updated as the trigger and choose where run reports go.
- 5Test with one real Contact update.
Questions about this workflow
What data does the trigger provide?
It emits changed fields alongside relevant timestamps for an existing Contact record.
Can Notis infer fields that Salesforce did not return?
No. The instruction can use returned changes and other available context, while any missing details must be supplied by you.
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
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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.
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Record Updated (Generic SObject)
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List conversation messages
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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
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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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