Keep useful policy context available to Chatbotkit
Capture relevant policy updates as memory so later chatbot work can start with useful context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Memory
Stores a memory entry for later retrieval.
Why this helps
Policy changes can be easy to lose between CRM updates and later chatbot interactions.
- Preserve relevant policy context for later retrieval
- Reduce repeated context gathering
- Capture updates close to the event that supplied them
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Chatbotkit once in the Notis portal.
- 2Create an automation and describe which policy updates are useful to retain.
- 3Tell Notis what context to save and how to associate it with a client or contact.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real policy event and review the saved memory.
Questions about this workflow
What policy details can be saved?
Only details present in the webhook or otherwise supplied by you. Keep the instruction focused on useful context for future chatbot work.
Does this update the Agencyzoom policy record?
No. The action saves a memory in Chatbotkit.
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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