Review the DocsBot setup behind customer support
See the bot details your team needs to understand the assistant supporting AgencyZoom customers.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Bot Details
Retrieves details about a bot in a team.
Why this helps
Bot settings can change over time, and operators may not know whether the current configuration still matches how customers are supported.
- Make bot details available in a recurring review.
- Help operators notice configuration changes or gaps worth checking.
- Keep the assistant's role visible alongside agency support operations.
Setup
Build it in a few focused steps.
- 1Connect DocsBot and AgencyZoom in Notis once.
- 2Create an automation and instruct Notis to retrieve the specified bot's details and summarize relevant support configuration.
- 3Choose a recurring Notis cron schedule.
- 4Choose where run reports should go and test with one real bot-details example.
- 5Provide the DocsBot team and bot identifiers and specify which configuration details matter.
Questions about this workflow
Does this change bot settings?
No. Get Bot Details retrieves information. Updating settings requires the separate Update Bot action.
Can it decide whether settings are correct?
It can compare returned details with expectations you provide. The workflow cannot know your intended configuration unless you state it.
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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