Keep promising support leads from slipping through
Convert parsed contact and inquiry details into a DocsBot conversation lead so your team can follow up with less rekeying.
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
Potential customer details hidden in support messages or documents can be easy to miss and hard to hand off.
- Reduce manual re-entry of lead details.
- Keep lead capture connected to the support inquiry that surfaced it.
- Make follow-up easier to spot in DocsBot.
Setup
Build it in a few focused steps.
- 1Connect Airparser and DocsBot ai once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe how to identify lead details in the webhook content and save them to the appropriate DocsBot conversation metadata.
- 4Choose the notis_webhook trigger and select a report channel.
- 5Test with one real example and confirm the lead is captured as expected.
Questions about this workflow
Does this require a conversation to exist first?
No. The Capture Conversation Lead action can save lead information whether or not the conversation has been created yet.
Does Airparser send this workflow automatically?
Airparser has no listed trigger events. A Notis webhook request starts the workflow and should include the parsed details needed.
What information should the prompt include?
Describe how to identify the lead information and associate it with the right conversation when possible. If the available content does not provide a required identifier, supply it or treat it as missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Docsbot ai. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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