Start the right agent conversation from a request
Create a conversation session when a team record calls for a new customer or research interaction.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Conversation
Creates a conversation session for an agent.
Why this helps
A team member has to switch tools and create the same conversation session details by hand.
- Create a session for the specified CustomGPT project.
- Use an optional name to make the conversation easier to identify.
- Return the session details in the run report.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and CustomGPT once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it.
- 3In one instruction, say to create a conversation for the specified project and use the optional name from the incoming request when provided.
- 4Choose the notis_webhook trigger and arrange for it to receive conversation requests with a project identifier.
- 5Choose a run report channel, then test with one real request.
Questions about this workflow
Will this send a message to the agent?
No. The listed action creates a conversation session and returns its session ID. Sending a message is not among the supplied actions.
Is a conversation name required?
The action supports an optional name. The webhook can omit it when no name is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Customgpt. A trigger fires from one place; an action lands in another.
AnyDB triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Permanently deletes a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Persona Version
Restores a previous persona version as active and adds a new history entry; requires Custom plan.
Delete CustomGPT Project License
Deletes a license from a project.
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Get Project License
Retrieves a license for a specific project.
Clone CustomGPT Project
Clones an agent, including its knowledge base, persona, and settings.
Get Project Settings
Retrieves the settings for a project.
Create Conversation
Creates a conversation session for an agent.
Connect any two apps with Notis in the middle.
AnyDB and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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