Carry Agencyzoom client context into Chatbotkit
Keep client identity available for chatbot workflows by creating a contact from a useful Agencyzoom event.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a contact to track someone interacting with a bot.
Why this helps
Client details may need to be re-entered before a chatbot workflow can recognize who it is helping.
- Create a contact from an Agencyzoom client event
- Reduce repeated entry of client details
- Keep follow-on chatbot work associated with an identifiable contact
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Chatbotkit once in the Notis portal.
- 2Create an automation and describe which client event should create a contact.
- 3Tell Notis to use only identifying details present in the webhook payload.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real client event and confirm the resulting contact.
Questions about this workflow
Will it fill in details that are missing from the webhook?
No. Notis can use returned data, but missing identity details must be supplied by the source or by you.
Does creating a contact start a conversation?
No. This workflow creates a contact. Starting a conversation is a separate Chatbotkit action.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chatbotkit.