Confirm the BotStar bot behind a CRM operation
Validate the bot name and team details in a report before the CRM handoff moves forward.
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 mistaken bot reference can send follow-up to the wrong place and cost time to untangle.
- Check returned bot identity details against the CRM task context.
- Reduce mistakes caused by an outdated or incorrect bot reference.
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 describe the identity check.
- 3Tell Notis to get the BotStar bot ID from the webhook and report its name and team name for verification.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real bot ID and compare the returned details with the intended bot.
Questions about this workflow
Does this guarantee the CRM reference is correct?
It returns BotStar details for the supplied ID so your process can review them. Notis needs the expected identity in context to compare against.
Does Agile CRM supply the bot ID?
No source trigger event is available here. Your webhook or prompt must provide the BotStar bot ID.
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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