Keep chatbot resources visible during sales follow-up reviews
See the available chatbot resources while reviewing which Agencyzoom follow-ups need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bots
Retrieves a paginated list of bots.
Why this helps
Sales follow-up and chatbot operations can drift apart when each is reviewed in a separate session.
- Review available bots as part of a recurring sales workflow check
- Reduce context switching between CRM and chatbot administration
- Give the report a current view of chatbot resources
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Chatbotkit once in the Notis portal.
- 2Create an automation and describe which sales follow-up priorities to review.
- 3Ask Notis to retrieve the available Chatbotkit bots and include relevant results in the report.
- 4Pick a Notis cron schedule and choose where run reports should go.
- 5Test with one real review and confirm the report contains the available bots.
Questions about this workflow
Does listing bots change their configuration?
No. This action retrieves a paginated list of bots.
Can this determine which bot handles an Agencyzoom client?
Only if the relevant relationship is available in the connected data or supplied in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Chatbotkit. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Sends a message to a chatbot conversation and returns the bot's AI-generated reply.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Attach Dataset File
Attaches a file to a dataset as a source of knowledge content.
Create Integration
Creates a support integration for a chatbot to handle customer inquiries.
Authenticate Secret
Generates an authentication URL for a secret.
Create Skillset
Creates a reusable skillset that groups multiple skills.
Clone Blueprint
Clones a blueprint and its associated resources.
List Bots
Retrieves a paginated list of bots.
Clone Bot
Clones a bot with its settings and configuration.
Connect any two apps with Notis in the middle.
Agencyzoom and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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