Give DocsBot conversations useful AgencyZoom lead context
Start a DocsBot conversation with the AgencyZoom prospect details your intake flow already collected.
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
Prospect details can be split between an intake form and a DocsBot conversation, leaving the next person to piece together context before replying.
- Keep prospect details with the relevant conversation.
- Reduce manual copying between intake and support workflows.
- Make follow-up easier when the webhook includes the needed context.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and DocsBot in Notis once.
- 2Create an automation in Notis and describe capturing incoming prospect details in the relevant DocsBot conversation.
- 3Choose a Notis webhook trigger for the incoming AgencyZoom intake request.
- 4Select where run reports should go, then test with one real example.
- 5Include the DocsBot team, bot, and conversation identifiers required by the action in the request or instruction.
Questions about this workflow
Does AgencyZoom provide a trigger event for this workflow?
No AgencyZoom trigger events are listed here. Start it with a Notis webhook, and have your intake flow send the relevant AgencyZoom data to that webhook.
Can this create a DocsBot conversation?
No. The listed action captures lead information on a conversation, whether or not it has already been created. Supply identifiers and details required to locate the intended team and bot.
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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