Connect Agenty Prospect Findings to DocsBot Lead History
Bring prospect research and captured lead records together so the next follow-up is based on the context already available.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Bot Leads
Lists a bot’s captured leads.
Why this helps
Prospect research and captured leads can drift apart, creating duplicate work or missed follow-up.
- Use research context to focus lead review.
- Spot potentially relevant existing lead records.
- Give the team a concise follow-up queue based on returned data.
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 to compare Agenty prospect findings with the available DocsBot lead list and summarize possible matches when valid team and bot details are provided.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one research result and verify candidate lead records before acting on them.
Questions about this workflow
Can this safely assert that two records are the same person?
The workflow should surface possible matches based on supplied details and leave identity confirmation to a person when the evidence is inconclusive.
What does the lead action support?
It lists captured leads with pagination and date filtering when valid team and bot details are supplied.
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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