Bring CustomGPT conversation context into task follow-up
After a customer task is completed, review the related CustomGPT conversation history and capture any follow-up context you asked Notis to look for.
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
List Conversation Messages
Tool to list messages in a conversation. Use when you need to retrieve the full chat history after starting a conversation session.
Why this helps
A task can be marked complete while useful context remains buried in a separate chatbot conversation.
- Retrieve messages from the conversation ID provided in your instruction.
- Summarize requested follow-up context alongside the Salesforce task event.
- Make relevant chatbot history easier to review without searching manually.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and CustomGPT once in the Notis portal.
- 2Create an automation instructing Notis to retrieve messages for the specified CustomGPT conversation and summarize the follow-up details you request.
- 3Pick the Salesforce Task Created or Completed trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real task and a valid CustomGPT conversation ID.
Questions about this workflow
Where does the conversation ID come from?
Provide it in your instruction or ensure it is available in the task context. The trigger description does not guarantee that Salesforce tasks include a CustomGPT conversation ID.
Will this send a reply to the customer?
No. The available action retrieves conversation messages. It does not send or create a CustomGPT response.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Customgpt. A trigger fires from one place; an action lands in another.
Salesforce triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Tool to delete a CustomGPT project by ID. Use when you need to permanently remove an existing agent after confirming the ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete CustomGPT Project License
Tool to delete a CustomGPT project license by ID. Use after confirming both projectId and licenseId; this permanently removes the license.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get Project License
Tool to retrieve a license for a specific project. Use when you need to fetch license details by license ID.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Project Settings
Tool to retrieve a specific agent's settings. Use when inspecting or auditing an agent's configuration after setup.
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.
Get Usage Limits
Tool to get user's agents, words, and queries usage limits. Use when you need to check current account quotas after authentication.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Current User Profile
Tool to retrieve the current user's profile information. Use when you need to display or verify authenticated user details after login.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Conversation Messages
Tool to list messages in a conversation. Use when you need to retrieve the full chat history after starting a conversation session.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
List CustomGPT Project Licenses
Tool to list all licenses for a CustomGPT project. Use when you have a project ID and want to fetch its license entries.
Connect any two apps with Notis in the middle.
Salesforce and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Customgpt.