Refresh lead context from recent Botpress chats
Keep lead records useful as new conversations add needs, objections, and next steps.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update multiple records
Updates multiple existing records in a specified airtable table; these updates are not performed atomically.
Why this helps
Lead records go stale when follow-up details remain scattered across later chat conversations.
- Review recent Botpress history for new lead context.
- Update matching records in one scheduled pass.
- Keep follow-up details together in Airtable.
Setup
Build it in a few focused steps.
- 1Connect Botpress and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the task to Notis from any channel.
- 3In one instruction, ask Notis to review recent Botpress history and update matching Airtable lead records with relevant new information, using a reliable lead identifier and preserving unrelated fields.
- 4Choose a recurring schedule and report channel, then test with one known existing lead.
Questions about this workflow
What if a conversation cannot be matched to a lead?
Ask Notis to leave unmatched conversations unchanged and report them for manual review.
Will it update every field on a lead?
Ask it to update only fields supported by new conversation information and preserve existing values otherwise.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botpress to Airtable. A trigger fires from one place; an action lands in another.
Botpress triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Botpress and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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