Start a prospect conversation from a single request
Turn a specific prospect request into a prepared ChatbotKit conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Conversation
Creates a conversation to start a bot chat and store its message history.
Why this helps
A research request and conversation setup can otherwise become separate tasks to remember.
- Starts conversation setup on demand
- Uses request criteria and available research
- Reduces handoffs between prospect lookup and conversation preparation
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and ChatbotKit once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, specify the existing bot, how to identify the prospect, and any initial conversation details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and verify the resulting conversation.
Questions about this workflow
What does the webhook need to provide?
Provide enough criteria to identify the prospect and identify the ChatbotKit bot. The action may also need contact or initial-message details.
Does AeroLeads trigger the workflow?
No. A Notis webhook request starts it, and Notis can then use AeroLeads for the lookup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Chatbotkit. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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