Carry an approved CRM update into a Botpress workspace preference
Turn a clear CRM signal into a workspace preference update without a separate admin task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Set Workspace Preference
Stores or updates a workspace preference.
Why this helps
A preference that should change after a business decision can be forgotten when it requires a separate workspace update.
- Connect a defined CRM signal to a workspace preference update.
- Reduce manual administrative follow-through.
- Keep the preference change in a reported workflow.
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 incoming CRM condition should set which Botpress workspace preference key and value.
- 4Choose a Notis webhook trigger and select where run reports should go.
- 5Test with one real update that meets the condition and verify the preference result.
Questions about this workflow
Can the webhook change any Botpress setting?
This action sets a workspace preference by key and value. It should only be used for a preference supported by Botpress.
What if the CRM update does not meet the rule?
Describe the condition in your instruction so Notis can decide whether to apply the change. The payload must include enough information to evaluate it.
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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