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Notis

Bring a BotStar content item into a CRM-driven task

Get the item details needed for the task in front of you without hunting through the BotStar CMS.

Trigger

Webhook received

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

Action

Get Entity Item

Retrieves an item and its field values from a content entity.

Why this helps

Finding a particular content item and opening all its values adds friction to a CRM task that should move quickly.

  • Retrieve a specific item's full field values for a CRM-driven task.
  • Cut down on manual navigation to BotStar CMS.

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 CMS item identified in the webhook context and summarize its field values.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real webhook containing the relevant item ID.

Questions about this workflow

What does the item lookup include?

It retrieves a specific CMS item with all field values.

Where should the item ID be supplied?

Include the BotStar item ID in the webhook context or prompt. The source app does not expose trigger events that automatically provide 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.

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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