Give a CRM handoff the BotStar bot details it needs
Attach a current bot name and team detail to the operational handoff that needs it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Bot
Retrieves a bot’s details.
Why this helps
A handoff can stall when the next person has to search BotStar for the right bot and confirm its ownership.
- Include returned bot details in a CRM-triggered run report.
- Reduce manual searching during a handoff.
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, with a name and prompt.
- 3Tell Notis to retrieve the BotStar bot identified in the webhook context and report its ID, name and team name.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with a real webhook that identifies a BotStar bot.
Questions about this workflow
What information does the action return?
It retrieves detailed bot information, including ID, name and team name.
Where does the bot identifier come from?
The workflow needs the relevant bot ID in the webhook context or prompt. Do not assume Agile CRM supplies a BotStar ID unless your process provides it.
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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