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Notis

Check BotStar content readiness before CRM work begins

See the current content items and their statuses as part of the routine that prepares your next CRM work block.

Trigger

Recurring schedule

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

Action

List Entity Items

Lists items in a content entity, with optional pagination and filters.

Why this helps

CRM work can get held up when content readiness is discovered only after someone opens the bot CMS.

  • Bring CMS status information into recurring work planning.
  • Help teams spot items that may need a readiness check.

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 readiness review.
  • 3Tell Notis to list relevant BotStar CMS items and summarize names and statuses for CRM work planning.
  • 4Pick a recurring Notis schedule and choose where run reports should go.
  • 5Test with one real run and validate the readiness summary against your team's criteria.

Questions about this workflow

Does BotStar provide a readiness field?

The action lists items with names and statuses. If readiness depends on other criteria, provide those criteria and the necessary data.

Can the workflow publish content?

No. It lists CMS items for review and does not change or publish them.

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.

TriggerScheduled

BotStar LiveChat onClose Callback

Registers a callback that runs when the chat window closes.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Bot

Creates a new bot.

ActionInstant

Get BotStar Application IDs

Retrieves the application IDs used by the live chat widget.

ActionInstant

Create Bot Attribute

Creates a bot attribute for shared, multilingual values.

ActionInstant

Livechat boot

Reinitializes the live chat widget with updated data.

ActionInstant

Create CMS Entity

Creates a content entity with optional custom fields.

ActionInstant

Close BotStar Livechat Widget

Hides the live chat window.

ActionInstant

Create Entity Fields

Adds fields to an existing content entity.

ActionInstant

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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