Turn Agenty Prospect Research into DocsBot Lead Records
When Agenty research surfaces an interested prospect and the required conversation details are available, capture the lead in DocsBot for follow-up.
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
Useful prospect details found during research can be lost before anyone records them for follow-up.
- Record qualified lead details found during research.
- Keep lead capture close to the moment useful information is discovered.
- Reduce manual re-entry when the necessary conversation context is provided.
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.
- 3Ask Notis in one instruction to capture a prospect in DocsBot only when the incoming data contains the necessary lead information and conversation context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real, authorized prospect example and verify the lead record in DocsBot.
Questions about this workflow
Can this action create a lead without an existing conversation?
Yes. The action can capture lead information whether or not the conversation has been created yet, provided the required details are available.
Will Agenty discover email addresses or contact details every time?
Only if the research output includes them. The workflow should report missing information instead of inventing lead details.
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
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