Turn incoming requests into DocsBot leads
Keep promising conversations from slipping past while you switch between support and sales.
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
Lead details can get lost when they arrive outside the DocsBot conversation flow.
- Capture lead information from an incoming request
- Save the lead to DocsBot conversation metadata
- Reduce manual copying between channels
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Docsbot ai once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe how Notis should extract lead details and capture them in DocsBot.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real request that includes lead details and the relevant conversation context.
Questions about this workflow
Does this require an existing DocsBot conversation?
No. The action supports capturing lead information whether or not the conversation has been created yet.
What should the incoming request include?
Include the lead details and enough context for Notis to identify the relevant conversation or associate the lead appropriately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Docsbot ai. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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