Prepare BotStar for new intake details
When an intake form or document workflow calls for new user details, send the request to Notis and add the attributes in BotStar.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create User Attributes
Creates custom attributes for users.
Why this helps
New intake details can be collected in documents before the bot has fields ready to represent them.
- Create requested profile attributes in BotStar.
- Keep attribute names and types grounded in the request.
- Get a run report to help close the setup loop.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and BotStar once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create the requested BotStar user attributes with their supplied names and types.
- 4Choose the webhook trigger and report channel.
- 5Send one real intake-field request from ActiveMerge to test it.
Questions about this workflow
Can Notis decide the field types without input?
The request should include the intended types. Notis should not invent fields or types that the source did not provide.
Are these bot attributes?
No. These are custom user attributes. BotStar offers a separate action for global bot attributes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Botstar. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Botstar actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
BotStar LiveChat onClose Callback
Registers a callback that runs when the chat window closes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Bot
Creates a new bot.
Get BotStar Application IDs
Retrieves the application IDs used by the live chat widget.
Create Bot Attribute
Creates a bot attribute for shared, multilingual values.
Livechat boot
Reinitializes the live chat widget with updated data.
Create CMS Entity
Creates a content entity with optional custom fields.
Close BotStar Livechat Widget
Hides the live chat window.
Create Entity Fields
Adds fields to an existing content entity.
Connect any two apps with Notis in the middle.
ActiveMerge and Botstar, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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