See BotStar team coverage during your regular planning check
A current bot and team list can make recurring operations planning and ownership reviews easier to complete.
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
Planning gets slower when team coverage is hidden in a separate tool and must be pieced together manually.
- Bring bot names and team names into planning reviews.
- Make ownership coverage easier to scan.
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 give the review a clear name.
- 3Tell Notis to list BotStar bots and organize the returned names by team name for CRM planning.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real run and check the team coverage summary.
Questions about this workflow
Does this report measure team capacity?
No. It reports bot and team details returned by BotStar. Supply capacity information separately if you want a capacity analysis.
Does the schedule require a CRM event?
No. A recurring Notis schedule starts the run.
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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