Keep Agiled leads connected to chatbot conversations
When a lead arrives in Agiled, create a matching Chatbotkit contact and carry over the identifying details included in the event.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a contact to track someone interacting with a bot.
Why this helps
Copying lead details by hand makes it harder to connect chatbot conversations with the right prospect.
- Reduce duplicate contact entry
- Associate chatbot activity with lead context
- Keep prospect handoffs moving
Setup
Build it in a few focused steps.
- 1Connect Agiled and Chatbotkit once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Chatbotkit contact from each Agiled lead webhook, using only details present in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real Agiled lead event and review the created contact.
Questions about this workflow
What information can the automation use?
It can use details provided in the webhook request. If a needed contact detail is absent, supply it in the request or leave it out.
Does this start a chatbot conversation too?
No. This workflow creates a contact. A separate workflow can create a conversation when you have the required bot and contact details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Chatbotkit. A trigger fires from one place; an action lands in another.
Agiled triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Sends a message to a chatbot conversation and returns the bot's AI-generated reply.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Attach Dataset File
Attaches a file to a dataset as a source of knowledge content.
Create Integration
Creates a support integration for a chatbot to handle customer inquiries.
Authenticate Secret
Generates an authentication URL for a secret.
Create Skillset
Creates a reusable skillset that groups multiple skills.
Clone Blueprint
Clones a blueprint and its associated resources.
List Bots
Retrieves a paginated list of bots.
Clone Bot
Clones a bot with its settings and configuration.
Connect any two apps with Notis in the middle.
Agiled and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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