Capture demo request details without retyping
Turn a demo request notice into a structured lead record in DocsBot, with the submitted context preserved.
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
Demo inquiries arrive across different pages and channels, creating manual work and missed follow-up context.
- Reduce retyping from inquiry pages.
- Keep lead details attached to the relevant conversation context.
- Get a report when required information is missing.
Setup
Build it in a few focused steps.
- 1Connect Airtop and DocsBot ai once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Describe how Airtop should extract the submitted lead details and identify the matching DocsBot conversation.
- 4Choose the webhook trigger and select where run reports go.
- 5Test with one real demo request and confirm the lead was captured correctly.
Questions about this workflow
Does this create a new conversation?
The capture action can save lead information whether or not a conversation already exists. The workflow should use available context to identify the right conversation.
What if the request lacks contact details?
Ask the automation to report missing details and avoid inventing values.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Docsbot ai. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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