Capture research interest with its source context
Keep a research inquiry and the page that prompted it together for a clearer follow-up.
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
A research inquiry can lose its context when the source page and lead details arrive separately.
- Preserve the page that prompted an inquiry.
- Capture available lead details with less retyping.
- Report gaps before follow-up begins.
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 review the submitted source page and extract the lead details for DocsBot capture.
- 4Choose the webhook trigger and select where run reports go.
- 5Test with one real inquiry and confirm the lead details and conversation context.
Questions about this workflow
Can it capture a lead without an existing conversation?
Yes. The action supports capturing lead information whether or not a conversation has already been created.
Will Airtop infer missing contact details from a page?
It should use only details it can verify and report any missing fields rather than inventing them.
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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