Clarify BotStar team context during CRM handoffs
Give the next person a useful starting point by including the bot's returned team details in the handoff report.
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
Handoffs lose time when ownership is unclear and the next person has to reconstruct which team is responsible.
- Include BotStar team name in the CRM handoff context.
- Reduce back-and-forth to identify the responsible team.
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 handoff helper.
- 3Tell Notis to get the BotStar bot from the supplied bot ID and include its team name and bot name in the report.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with a real handoff webhook that supplies the BotStar bot ID.
Questions about this workflow
Does BotStar return an owner or team?
The action description says it returns the bot ID, name and team name.
Will the workflow infer a bot ID from an Agile CRM record?
Only if your webhook context or prompt supplies a usable ID. The available source context defines no Agile CRM trigger events.
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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