Bring CRM escalations into the right Botpress thread
Turn a CRM escalation update into a message where the customer conversation is already happening.
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
Escalation context can be split between CRM notes and chat threads, slowing down the next response.
- Carry escalation context into an existing chat thread.
- Reduce manual copying between support and CRM tools.
- Make incoming escalation updates easier to act on.
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 use escalation details from each incoming CRM update to send a concise message in the matching existing Botpress conversation.
- 4Choose a Notis webhook trigger and select where run reports should go.
- 5Test with one real escalation update and verify the correct conversation receives the message.
Questions about this workflow
Does the action find or create the conversation?
No. The listed action sends a message to an existing conversation. The matching conversation must be identifiable from the available data.
Can Notis decide what qualifies as an escalation?
You can describe the conditions in your instruction, but the webhook must provide enough information to apply them.
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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