Carry new Agencyzoom sales context into a chatbot conversation
Keep an existing conversation current when a meaningful sales event changes what the bot needs to know.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create conversation message
Adds a message to an existing conversation.
Why this helps
Useful sales updates can remain isolated in the CRM while the chatbot conversation continues without that context.
- Add event context to an existing conversation
- Keep chatbot history aligned with a relevant CRM update
- Reduce manual copying between tools
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Chatbotkit once in the Notis portal.
- 2Create an automation and describe which sales events should update a conversation.
- 3Tell Notis how to identify the existing conversation and what message to add.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real event and a known conversation id.
Questions about this workflow
Will this create a conversation if none exists?
No. This action adds a message to an existing conversation, so the instruction needs a usable conversation id.
Can it invent missing client context?
No. Use information supplied in the webhook or explicitly provided by you.
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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