Give BotStar investor conversations useful contact context
Define the user attributes your team needs so BotStar conversations can carry relevant investor context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create User Attributes
Creates custom attributes for users.
Why this helps
Without consistent user context fields, important relationship details are hard to use in bot conversations.
- Create a consistent set of BotStar user attributes for investor context.
- Use Affinity contact information to identify relevant context categories.
- Reduce repeated decisions about which relationship details matter.
Setup
Build it in a few focused steps.
- 1Connect Affinity and BotStar once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review the available Affinity contact context and create BotStar user attributes for the investor details you specify.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and inspect the created attributes.
Questions about this workflow
Does this populate each BotStar user's attributes?
No. The action creates custom user attributes; it does not set values for individual users.
Can I control which context fields are created?
Yes. Name the investor details that matter in your plain-language instruction. Notis will use the available data and report anything it cannot find.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Botstar. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Botstar, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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