Carry lead context into DocsBot
Let Notis carry supplied AccuLynx lead information into DocsBot so the details do not need to be re-entered by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Why this helps
Lead details collected during project work can be separated from the support conversation where they are useful.
- Reduce repeated entry of lead information
- Preserve supplied context alongside a DocsBot conversation
- Make lead capture part of a webhook-driven handoff
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and DocsBot ai once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use the webhook's supplied lead details to capture a lead in DocsBot, using the specified bot and conversation identifiers when provided.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead payload and confirm the saved details.
Questions about this workflow
Does this create a DocsBot conversation?
The listed action captures lead information whether or not the conversation has been created yet. It does not claim to create a conversation.
What information must be supplied?
The workflow needs the lead details and the relevant DocsBot identifiers required by the action. The AccuLynx description does not specify the exact lead fields or DocsBot IDs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Docsbot ai. A trigger fires from one place; an action lands in another.
Acculynx triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Creates a bot within a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Delete Bot
Permanently deletes a bot; this action cannot be undone.
Generate Conversation Ticket
Turns a Chat Agent conversation into a structured support ticket.
Create Bot Source
Creates a source for a bot’s knowledge base.
Get Bot Details
Retrieves details about a bot in a team.
Create Webhook
Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.
Get Team Details
Retrieves details about a team, including its members and settings.
Connect any two apps with Notis in the middle.
Acculynx and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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