Keep Customer Decisions With Their Salesforce Record
Capture the important context from a chat once, then find it alongside the customer record when you need it.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Key decisions and customer preferences are hard to find later when they remain buried in chat history.
- Preserve decisions and preferences in the CRM
- Make chat context easier to find during future work
- Spend less time searching conversation history
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Salesforce once in the Notis portal.
- 2Create an automation and describe which decisions or customer details to preserve in one instruction.
- 3Choose New WhatsApp Message Received as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real message containing a decision relevant to a Salesforce record.
Questions about this workflow
How does Notis know which record should receive the note?
Tell Notis to use available sender or conversation details to identify the relevant Salesforce record, and to skip attaching a note if the match is unclear.
Can the note contain more than one message?
The trigger is a new message. Describe how Notis should summarize the message and any context available to it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Salesforce. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Timelinesai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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