Make BotStar CMS records easier to follow up
Put a lightweight records review on the calendar and spot items that need attention without relying on memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Entity Items
Lists items in a content entity, with optional pagination and filters.
Why this helps
CMS records connected to generated documents can accumulate without a simple routine for checking them.
- Retrieve CMS items with the action's available pagination and filtering.
- Review the returned items in a Notis run report.
- Use a recurring schedule to create a consistent review point.
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 list the relevant BotStar CMS items and summarize the returned records in the run report.
- 4Choose a recurring schedule and where run reports should go.
- 5Run the automation once and review the listed items.
Questions about this workflow
Can this identify overdue records?
Only if the returned data includes a date or status that supports that conclusion. Supply any missing deadline or baseline information.
Does listing items edit them?
No. This action retrieves items for review.
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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