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Notis

Keep Botsonic informed by useful links from Agile CRM

Turn a useful link surfaced during Agile CRM work into training material without stopping to update your bot by hand.

Trigger

Webhook received

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

Action

Bulk Upload Bot URLs

Adds or updates multiple URLs in a bot’s training data at once.

Why this helps

Useful customer and company resources sit in Agile CRM while chatbot knowledge gets stale because nobody has time to transfer links.

  • Reduce manual copying between CRM work and chatbot maintenance.
  • Refresh bot knowledge from relevant public links.
  • Keep each automation run visible in a report channel.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Botsonic once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
  • 3In one instruction, name the Botsonic bot and explain which submitted public links are relevant for training.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real Agile CRM example and review the uploaded URLs.

Questions about this workflow

Does Agile CRM provide a native trigger for this workflow?

No. Start it with a Notis webhook, which runs when an HTTP request reaches the webhook.

Will this upload every link from a CRM record?

The instruction should define which submitted public links are useful. Botsonic's bulk URL upload is intended to upsert multiple URLs in one request.

Can this upload private CRM notes?

This action uploads URLs for bot training. Do not include sensitive CRM content in public URLs.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Botsonic. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Botsonic actions

Recurring trigger

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

TriggerScheduled

Bulk Upload Bot URLs

Adds or updates multiple URLs in a bot’s training data at once.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Starter Question

Creates a preset question and answer for users to select.

ActionInstant

Delete Starter Question

Permanently deletes a starter question from a bot.

ActionInstant

Delete Uploaded File

Permanently removes an uploaded file from a bot’s training data.

ActionInstant

Get All Bot Data

Retrieves all files and resources associated with a bot.

ActionInstant

Get All Bots

Retrieves the bots associated with your account.

ActionInstant

Get All Conversations

Retrieves conversations related to a bot.

ActionInstant

Get All FAQs

Retrieves the frequently asked questions associated with a bot.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and Botsonic, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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