Guide new lead conversations with Salesforce context
Move from new lead to useful next question without hunting through CRM fields.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
Fresh leads can wait while a founder decides what to ask and searches for their details.
- Prompt a focused next question based on available lead details
- Reduce time to first useful interaction
- Keep lead follow-up consistent
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 new lead context should guide qualification chat.
- 4Pick New Lead Trigger as the trigger and choose where run reports go.
- 5Test with one real new Lead example.
Questions about this workflow
What does the Salesforce trigger detect?
It triggers when a new Lead is created in Salesforce.
Can it qualify a lead without lead details?
The conversation can only use the data and context available to the run. Supply any missing qualification criteria in your instruction.
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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