Keep policy renewal context with DocsBot leads
Bring renewal details into the lead record so the person replying can start with the policy context at hand.
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
Renewal conversations may lack the policy details needed to make a useful first response, causing extra lookup and follow-up.
- Preserve the renewal information supplied by the intake flow.
- Reduce repeated policy lookups before responding.
- Keep a lead's context together with its DocsBot conversation.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and DocsBot in Notis once.
- 2Create an automation and instruct Notis to capture the supplied renewal details as DocsBot lead information.
- 3Choose a Notis webhook trigger used by your renewal intake flow.
- 4Choose where run reports should go and test with one real renewal example.
- 5Ensure the request or instruction supplies the required DocsBot team, bot, and conversation details.
Questions about this workflow
Will this retrieve policy details from AgencyZoom automatically?
The workflow only has a Notis webhook trigger and a DocsBot lead-capture action. The incoming request or instruction must provide the renewal details to capture.
What if a DocsBot conversation does not exist yet?
The listed lead-capture action works whether or not the conversation has already been created. The automation still needs the required team and bot context.
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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