Keep qualified prospect details with the conversation
When a prospect record is ready in AnyDB, send its details through Notis to capture the lead in the related DocsBot conversation metadata.
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
Prospect information is collected in one system but does not reliably make it onto the conversation that sales or support will revisit.
- Keep lead details connected to conversation context.
- Reduce manual re-entry after a qualification step.
- Make follow-up context easier to recover.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and DocsBot ai once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for prospect capture.
- 3Tell Notis to use the incoming qualified prospect details to capture a lead on the corresponding DocsBot conversation.
- 4Choose the notis_webhook trigger and choose where run reports should go.
- 5Test with one real prospect record and verify the lead was captured.
Questions about this workflow
Does the conversation have to exist first?
The action works whether or not the conversation has been created yet, according to its description.
What should the incoming record include?
Include the lead details and enough context to connect the capture to the intended DocsBot bot or conversation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Docsbot ai. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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