Follow up on Agile CRM leads through Botpress
Give new leads a timely response without switching between your CRM and Botpress.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
BOTPRESS_SEND_MESSAGE
Sends a message to a user in an existing conversation.
Why this helps
A promising lead can sit untouched while you move between the CRM and your chatbot workspace.
- Respond to lead updates from one workflow.
- Use the incoming CRM details to shape the message.
- Keep follow-up in an existing Botpress conversation.
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, and give it a clear name.
- 3Tell Notis to use incoming lead details to draft and send a suitable follow-up in the matching existing Botpress conversation.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead update and verify the Botpress conversation and message.
Questions about this workflow
Does Agile CRM provide a trigger for this workflow?
No Agile CRM trigger is listed here. Start the workflow with a Notis webhook that receives the CRM update.
Does this create a Botpress conversation?
No. This action sends a message to an existing conversation, so the matching conversation must be identified from available information.
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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