Make BotStar bot inventory part of the regular CRM check-in
A scheduled inventory gives your team a simple view of available bots during routine operations reviews.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bots
Lists bots associated with the account.
Why this helps
Without a recurring checkpoint, bot ownership and availability can be unclear when CRM processes depend on them.
- Keep bot inventory visible in a predictable review cadence.
- See bot names and associated team names without manual lookups.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and BotStar once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the inventory check.
- 3Tell Notis to list BotStar bots and summarize their names and team names for the CRM operations check-in.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real run and review the inventory report.
Questions about this workflow
Will the schedule create bots that are missing?
No. The selected action only retrieves the list of existing bots.
How does this relate to Agile CRM?
It is a Notis scheduled workflow intended to support recurring CRM operations. Agile CRM does not provide a trigger event in this pair.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Botstar. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Botstar actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
BotStar LiveChat onClose Callback
Registers a callback that runs when the chat window closes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Bot
Creates a new bot.
Get BotStar Application IDs
Retrieves the application IDs used by the live chat widget.
Create Bot Attribute
Creates a bot attribute for shared, multilingual values.
Livechat boot
Reinitializes the live chat widget with updated data.
Create CMS Entity
Creates a content entity with optional custom fields.
Close BotStar Livechat Widget
Hides the live chat window.
Create Entity Fields
Adds fields to an existing content entity.
Connect any two apps with Notis in the middle.
Agile CRM and Botstar, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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