Route Agenty Account Findings to the Correct DocsBot Team
When account research raises a support or documentation task, list DocsBot teams to help identify the right workspace for follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Teams
Lists all teams associated with the authenticated user.
Why this helps
A useful task can stall while someone searches for the right DocsBot team to own it.
- See available DocsBot teams in the context of a research task.
- Help route follow-up to the right workspace.
- Reduce uncertainty before a team-specific action is taken.
Setup
Build it in a few focused steps.
- 1Connect Agenty and DocsBot ai once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to use Agenty's account context and list available DocsBot teams to inform routing.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real account research result and confirm the returned team list.
Questions about this workflow
Does this action list every team associated with the authenticated user?
Yes. The listed action retrieves the teams associated with the authenticated user.
Does it select a team or change team settings?
No. It returns team information to support a routing decision; it does not update a team.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Docsbot ai. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsbot ai.