Keep client policy intake details with the conversation
Make the intake details easier to find when a customer moves from policy questions to a support conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Why this helps
Client intake details can be collected before a support conversation starts, then need to be copied again when a person takes over.
- Capture supplied intake details with the relevant DocsBot lead.
- Make a support handoff less dependent on manual copying.
- Keep useful policy context close to the conversation.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and DocsBot in Notis once.
- 2Create an automation and instruct Notis to capture supplied client and policy intake details as DocsBot lead information.
- 3Choose a Notis webhook trigger for the intake flow.
- 4Choose where run reports should go and test with one real intake request.
- 5Include the DocsBot team, bot, and conversation details required by the lead-capture action.
Questions about this workflow
Does this fetch client records from AgencyZoom?
No AgencyZoom trigger or retrieval action is listed. The webhook request must supply the client and policy details to capture.
Will this create a new lead if no conversation exists?
The action saves lead information whether or not the conversation has been created, but the required team and bot context still needs to be supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docsbot ai. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Creates a bot within a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Delete Bot
Permanently deletes a bot; this action cannot be undone.
Generate Conversation Ticket
Turns a Chat Agent conversation into a structured support ticket.
Create Bot Source
Creates a source for a bot’s knowledge base.
Get Bot Details
Retrieves details about a bot in a team.
Create Webhook
Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.
Get Team Details
Retrieves details about a team, including its members and settings.
Connect any two apps with Notis in the middle.
Agencyzoom and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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