Start a Botpress conversation from a new lead
Give a new lead a conversation thread ready for your Botpress experience.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
BOTPRESS_CREATE_CONVERSATION
Creates a new conversation thread; required tags depend on the integration.
Why this helps
Starting a chatbot conversation for each new lead can add another manual step to an already busy sales process.
- Start a Botpress thread from an incoming lead update.
- Reduce manual handoffs between sales and chat.
- Use the integration-specific tags required by Botpress.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Botpress once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create a Botpress conversation for each received lead update and use the tags required by the selected integration.
- 4Choose a Notis webhook trigger and select where run reports should go.
- 5Test with one real lead update and confirm the conversation is created with valid tags.
Questions about this workflow
Can the conversation be created without tags?
The listed action requires tags according to the integration being used. Ensure the required tags are available in the incoming data or instruction.
Does Agile CRM trigger this directly?
No. Agile CRM has no listed trigger event, so a Notis webhook starts the automation when it receives an update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Botpress. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Botpress actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete File
Permanently deletes a file from a bot’s storage; this cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Break Down Workspace Usage By Bot
Breaks down workspace usage by bot, including invocations, storage, and AI spending.
Get Account
Retrieves details of the authenticated account.
BOTPRESS_CHARGE_WORKSPACE_UNPAID_INVOICES
Charges unpaid invoices for a workspace and returns which payments succeeded or failed.
LIST_BOT_ISSUES
Lists issues associated with a bot.
Check Handle Availability
Checks whether a workspace handle is available and suggests alternatives if it is taken.
LIST_CONVERSATIONS
Lists conversations so you can retrieve chat threads.
BOTPRESS_CREATE_ADMIN_INTEGRATION
Creates an integration in a workspace.
Connect any two apps with Notis in the middle.
Agile CRM and Botpress, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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