Capture reusable deal insights in BotStar
Turn an identified deal lesson into a BotStar content item your team can find and reuse.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Entity Item
Creates an item in a content entity.
Why this helps
Deal lessons are easy to lose in conversation when no one captures them in a reusable format.
- Capture a specific deal insight as a CMS item.
- Use a webhook from the process that identifies the insight.
- Make useful context easier to retrieve in BotStar.
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 use the webhook context and relevant Affinity information to create a BotStar CMS item for the insight and entity you specify.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example and check the created item.
Questions about this workflow
Does Affinity send the webhook event?
No Affinity trigger events are available here. Another system must send the HTTP request to Notis.
What if the insight is not present in Affinity?
Include it in the webhook request or the automation instruction. Notis cannot infer details that neither source provides.
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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