Create a dedicated prospect research bot
Give a new research effort a dedicated Docsbot bot, ready for company context gathered through Aeroleads.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Bot
Creates a bot within a team.
Why this helps
Starting a prospect research project can involve repetitive setup before the team has a place to organize its knowledge.
- Create a dedicated bot when a research workspace is approved.
- Use the team id supplied in the request rather than guessing identifiers.
- Keep setup runs and failures visible in Notis reports.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Docsbot ai once in Notis.
- 2Create an automation in the portal or by telling Notis what outcome you want.
- 3In one instruction, ask Notis to create a Docsbot bot for the approved research effort using the valid team id provided in the request.
- 4Choose a Notis webhook trigger and include the required team id and bot details in the request.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Does this create a bot automatically for every prospect?
No. It runs when the configured webhook request arrives. Use it for an approved research workspace.
What information is needed?
The action requires a valid Docsbot team id and the bot details to create.
Does Aeroleads provide the trigger?
No. A Notis webhook starts this workflow; Aeroleads is the source app in the workflow pair.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Docsbot ai. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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