Keep lead contacts ready for chatbot workflows
When a lead update arrives, create a Chatbotkit contact from the identity details AccuLynx provides.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a contact to track someone interacting with a bot.
Why this helps
Customer identity can get lost between project tracking and chatbot workflows, leading to repeated setup before a conversation.
- Create a contact record from supplied lead details
- Reduce repeated contact setup across tools
- Prepare customer identity for later chatbot workflows
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 contact creation.
- 3Tell Notis to create a Chatbotkit contact from each incoming lead webhook using only the identity details supplied by AccuLynx.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real lead example and review the resulting contact.
Questions about this workflow
Does this also start a conversation with the lead?
No. This workflow creates a contact. Use a separate conversation workflow if you need to start or continue a chat.
What if the lead update has no contact details?
Notis should report that the required details are missing rather than inventing them.
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.
Complete Conversation
Sends a message to a chatbot conversation and returns the bot's AI-generated reply.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Attach Dataset File
Attaches a file to a dataset as a source of knowledge content.
Create Integration
Creates a support integration for a chatbot to handle customer inquiries.
Authenticate Secret
Generates an authentication URL for a secret.
Create Skillset
Creates a reusable skillset that groups multiple skills.
Clone Blueprint
Clones a blueprint and its associated resources.
List Bots
Retrieves a paginated list of bots.
Clone Bot
Clones a bot with its settings and configuration.
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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