Find AgencyZoom conversations that need a next step
Get a compact review of conversation history so likely follow-ups do not disappear into chat logs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bot Conversations
Lists a bot’s conversation history with basic details.
Why this helps
A customer conversation may need a person to follow up, but finding it later means scanning chat history manually.
- Review conversation history on a predictable schedule.
- Bring likely AgencyZoom follow-ups to the team's attention.
- Reduce manual scanning across customer conversations.
Setup
Build it in a few focused steps.
- 1Connect DocsBot and AgencyZoom in Notis once.
- 2Create an automation and instruct Notis to list conversations and summarize AgencyZoom-related items that may need follow-up.
- 3Choose a recurring Notis cron schedule.
- 4Choose where run reports should go and test with one real conversation list.
- 5Provide the DocsBot team and bot identifiers and define the signals that indicate follow-up.
Questions about this workflow
Can it retrieve full conversation transcripts?
The listed action returns a limited subset of conversation properties. Do not assume full transcripts are available from this action.
Will it send a follow-up to the customer?
No. It lists and summarizes conversations. No customer messaging action is included.
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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