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Notis

Keep your chatbot informed about new AccuLynx leads

Send a lead update to Notis and make its useful context searchable by your Chatbotkit bot.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Dataset Record

Adds a text record to a dataset for bot knowledge retrieval.

Why this helps

Lead details sit in AccuLynx while your chatbot answers from stale or incomplete information.

  • Make recent lead context available to a bot
  • Reduce manual copying between sales and support tools
  • Keep each webhook update as a searchable record

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and Chatbotkit once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for lead updates.
  • 3Tell Notis to turn each incoming AccuLynx lead webhook into a concise, factual Chatbotkit dataset record, preserving the lead context without adding assumptions.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Send one real lead example to the webhook and review the resulting dataset record.

Questions about this workflow

Does AccuLynx provide a trigger event for this workflow?

No. Start it with a Notis webhook request containing the AccuLynx lead update.

What happens to the lead information?

Notis summarizes the supplied update and creates a record in an existing Chatbotkit dataset. The prompt should specify which dataset to use.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Acculynx to Chatbotkit. A trigger fires from one place; an action lands in another.

Acculynx triggers

Chatbotkit actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Complete Conversation

Sends a message to a chatbot conversation and returns the bot's AI-generated reply.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Attach Dataset File

Attaches a file to a dataset as a source of knowledge content.

ActionInstant

Create Integration

Creates a support integration for a chatbot to handle customer inquiries.

ActionInstant

Authenticate Secret

Generates an authentication URL for a secret.

ActionInstant

Create Skillset

Creates a reusable skillset that groups multiple skills.

ActionInstant

Clone Blueprint

Clones a blueprint and its associated resources.

ActionInstant

List Bots

Retrieves a paginated list of bots.

ActionInstant

Clone Bot

Clones a bot with its settings and configuration.

ActionInstant

Connect any two apps with Notis in the middle.

Acculynx and Chatbotkit, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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