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Notis

Bring the relevant BotStar item details into a CRM request

Give a CRM task the content details it needs in a single report, without a separate CMS search.

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

When content context sits in another app, a simple CRM request can turn into a multi-step search.

  • Attach returned item values to a CRM-triggered report.
  • Keep content research close to the request that needs it.

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 context lookup.
  • 3Tell Notis to get the BotStar CMS item identified in the webhook and summarize its full field values for the request.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one actual webhook carrying the item ID.

Questions about this workflow

Will the item lookup retrieve every value?

The action is described as retrieving a specific item with all field values.

What if the webhook lacks the item ID?

The workflow needs the relevant BotStar item ID supplied in the webhook context or prompt.

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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