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Notis

Find Botpress conversations that may need attention

Bring chat threads into your regular follow-up review without scanning them one at a time.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

LIST_CONVERSATIONS

Lists conversations so you can retrieve chat threads.

Why this helps

Customer questions can get buried when conversation lists are reviewed only when someone remembers to check.

  • Review conversation threads on a recurring schedule.
  • Surface possible follow-up needs from returned chat data.
  • Keep customer attention in a predictable routine.

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 list Botpress conversations and summarize threads that appear to need human follow-up based on their available content.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real conversation result and verify the summary is accurate.

Questions about this workflow

Can this tell which customer is a lead in Agile CRM?

Only if the returned conversation data or additional context you provide supports that connection. No Agile CRM trigger or lookup action is listed here.

Will it message the customer?

No. This workflow reviews and summarizes conversations; sending a message is a separate action.

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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