Create support tickets with the right deal context
Give support a clearer starting point when a question touches an active deal. Notis can review the context you provide and turn the relevant Docsbot conversation into a structured ticket.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Conversation Ticket
Turns a Chat Agent conversation into a structured support ticket.
Why this helps
Support requests tied to active opportunities can be hard to prioritize when deal status and conversation details live in different places.
- Surface support work related to active opportunities.
- Create structured tickets from existing Docsbot conversations.
- Reduce time spent assembling deal and conversation context.
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 give it a clear name.
- 3In one instruction, tell Notis how to review available Affinity deal context and identify Docsbot conversations that need structured tickets.
- 4Pick a recurring schedule as the Notis trigger and choose where run reports should go.
- 5Test with one real conversation and review the generated ticket.
Questions about this workflow
Will this discover every Affinity deal automatically?
Only if the scheduled run can access the relevant Affinity information through the connection or supplied input. No Affinity integration events are listed for this package.
Does the action submit the ticket to a helpdesk?
No. Generate Conversation Ticket creates a structured support ticket from an existing Docsbot chat agent conversation, ready for submission.
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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