Start a Chatbotkit conversation when an Agencyzoom lead arrives
Give every new lead a clear next step without switching between your agency CRM and chatbot tools.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Conversation
Creates a conversation to start a bot chat and store its message history.
Why this helps
New leads can sit untouched while you move between Agencyzoom and your chatbot platform to start a follow-up.
- Start a chatbot conversation from a lead event
- Keep initial follow-up moving during busy periods
- Use the webhook details available to shape the conversation
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Chatbotkit once in the Notis portal.
- 2Create an automation by telling Notis what should happen when a new lead arrives.
- 3Describe the follow-up outcome and the lead details the webhook provides.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real lead webhook and review the resulting conversation.
Questions about this workflow
What information can the automation use?
It can use the information included in the incoming webhook. Supply any additional context that the webhook does not contain.
Does this send a message to the lead automatically?
This workflow creates a Chatbotkit conversation. It does not promise that the conversation is delivered through an external channel.
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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