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Notis

Carry a CRM decision into a Botpress bot update

Keep a bot's approved configuration change from becoming another task to remember.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

BOTPRESS_UPDATE_ADMIN_BOTS

Updates selected properties of an existing bot.

Why this helps

A CRM decision can be recorded while the related bot update remains stuck on someone's to-do list.

  • Use an incoming CRM signal to start a bot update.
  • Reduce manual transfer of approved changes.
  • Keep the requested update and run report together.

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 which CRM update should change which fields on the specified existing Botpress bot.
  • 4Choose a Notis webhook trigger and select where run reports should go.
  • 5Test with one real qualifying update and verify the bot properties that changed.

Questions about this workflow

Will this create a new bot?

No. The listed action updates an existing bot. Identify the bot and the properties to update.

Can Notis infer the bot change from an incomplete CRM note?

The incoming update must provide enough context to determine the intended change. Specify the rule and expected update in your instruction.

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.

TriggerScheduled

Delete File

Permanently deletes a file from a bot’s storage; this cannot be undone.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Break Down Workspace Usage By Bot

Breaks down workspace usage by bot, including invocations, storage, and AI spending.

ActionInstant

Get Account

Retrieves details of the authenticated account.

ActionInstant

BOTPRESS_CHARGE_WORKSPACE_UNPAID_INVOICES

Charges unpaid invoices for a workspace and returns which payments succeeded or failed.

ActionInstant

LIST_BOT_ISSUES

Lists issues associated with a bot.

ActionInstant

Check Handle Availability

Checks whether a workspace handle is available and suggests alternatives if it is taken.

ActionInstant

LIST_CONVERSATIONS

Lists conversations so you can retrieve chat threads.

ActionInstant

BOTPRESS_CREATE_ADMIN_INTEGRATION

Creates an integration in a workspace.

ActionInstant

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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