Capture Agile CRM leads in Docsbot
Keep customer context attached to Docsbot conversations by turning incoming Agile CRM lead data into saved conversation leads.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Why this helps
Contact details can stay in Agile CRM while a Docsbot conversation is missing the lead context your team needs for follow-up.
- Save lead details alongside a Docsbot conversation.
- Reduce manual copying between your CRM and support workflow.
- Keep contact context available for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Docsbot AI in the Notis portal once.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to use incoming Agile CRM contact data to capture a lead on the relevant Docsbot conversation.
- 4Pick the notis_webhook trigger and provide its HTTP endpoint to the process that sends the Agile CRM event.
- 5Choose a report channel, then test with one real example that includes a matching Docsbot conversation identifier.
Questions about this workflow
Does Agile CRM provide a native Notis trigger for this workflow?
No. Start it with a Notis webhook, which begins when an HTTP request arrives.
What information does the automation need?
The request must provide the contact details and enough context to identify the relevant Docsbot conversation. The workflow cannot infer missing identifiers.
Can this create a Docsbot conversation?
No. The action captures lead information and can save it whether or not a conversation has been created; it does not create a conversation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Docsbot ai. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Creates a bot within a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Delete Bot
Permanently deletes a bot; this action cannot be undone.
Generate Conversation Ticket
Turns a Chat Agent conversation into a structured support ticket.
Create Bot Source
Creates a source for a bot’s knowledge base.
Get Bot Details
Retrieves details about a bot in a team.
Create Webhook
Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.
Get Team Details
Retrieves details about a team, including its members and settings.
Connect any two apps with Notis in the middle.
Agile CRM and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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