Preserve prospect context from an on-demand lookup
Turn a prospect research request into context ChatbotKit can use later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Memory
Stores a memory entry for later retrieval.
Why this helps
Research requested in the moment is easy to lose before the next conversation.
- Captures useful findings when requested
- Reduces repeated lookup work
- Can associate the memory with a contact when one is available
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, describe how to use the request, which returned findings to save, and which contact to associate them with when available.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and check the resulting memory.
Questions about this workflow
Does a webhook automatically provide a contact ID?
Only if the request supplies one. Otherwise, instruct Notis to use an available contact identifier or leave the association unspecified.
What information can be saved?
Use details returned by AeroLeads or included in the incoming request. Notis cannot infer missing prospect facts.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chatbotkit.