Keep interested customers from slipping through the cracks
Capture relevant follow-up details when a document support conversation reveals a sales opportunity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Why this helps
A promising customer conversation can be missed when support and sales context live in separate tools.
- Keep lead details attached to the relevant conversation.
- Reduce manual handoff from support to sales.
- Make follow-up opportunities easier to find.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Docsbot ai once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which qualified lead details to capture from the conversation and how Affinda document context should inform the decision.
- 4Choose the webhook trigger and choose where run reports go.
- 5Test with one real conversation and confirm the captured lead details are accurate and appropriate.
Questions about this workflow
Does this require an existing conversation?
The capture lead action can work whether or not the conversation has already been created, but include the available identifying context.
Should it capture every support contact?
No. Specify a clear qualification rule and capture only appropriate lead information supported by the conversation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Docsbot ai. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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