Capture promising Affinity contacts as Docsbot leads
Keep customer interest from getting lost in your deal pipeline. Send relevant Affinity contact details into Docsbot as leads for your support team to follow up.
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 prospect may ask a support or product question while your team is focused on closing the deal, leaving useful context scattered across systems.
- Preserve prospect context for customer-facing teams.
- Reduce manual copying between your pipeline and support tools.
- Keep lead details attached to the relevant Docsbot conversation.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docsbot in the Notis portal once.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis how to identify relevant Affinity contact or deal updates and capture the available details as Docsbot leads.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real Affinity update and confirm the lead appears in Docsbot.
Questions about this workflow
Does this capture every Affinity contact?
No. Tell Notis in the automation instruction which updates indicate customer or product interest. Affinity does not provide a listed integration trigger here, so an HTTP request to a Notis webhook must start the workflow.
What if Docsbot has no conversation yet?
The Capture Conversation Lead action supports capturing lead information even when the conversation has not been created yet.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docsbot ai. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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