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See loyalty balances before returning to a Botstar conversation

Bring the relevant Piggy balance into a scheduled follow-up review so the next reply starts with context.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Contact's Credit Balance

Tool to get a Contact's credit balance. Use when you need to check a contact's current credit balance before processing rewards or promotions.

Why this helps

Switching between chat history and a loyalty account just to check a balance adds friction to a simple customer reply.

  • Puts credit balance context in a predictable review window.
  • Reduces repeated app switching during customer follow-up.
  • Helps the team respond with current loyalty information.

Setup

Build it in a few focused steps.

  • 1Connect Botstar and Piggy to Notis once in the portal.
  • 2Create an automation in the portal, or ask Notis to prepare a scheduled balance check for contacts awaiting Botstar follow-up.
  • 3Describe in one plain-language prompt which follow-up cohort to review and ask Notis to retrieve each relevant Piggy credit balance.
  • 4Choose a recurring schedule and a channel for run reports.
  • 5Test with one real contact whose Botstar follow-up is pending, then check the reported balance.

Questions about this workflow

Can the balance check run only for a useful cohort?

Yes. Describe the Botstar follow-up cohort in the prompt and use a schedule suited to that review.

Does this change the customer's balance?

No. This action retrieves the Piggy contact's credit balance for context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Botstar to Piggy. A trigger fires from one place; an action lands in another.

Botstar triggers

Piggy actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Claim Anonymous Contact

Tool to claim an anonymous contact by associating it with a real email address. Use when converting an anonymous contact (with a fictional email) into a verified contact with a real email address.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact Attribute

Tool to create a custom Contact Attribute. Use when you need to define new fields for contacts after initial setup.

ActionInstant

Create Credit Reception

Tool to create a credit reception for a contact. Use when awarding credits to customers based on purchases or fixed amounts.

ActionInstant

Create Vouchers Batch

Tool to create a batch of vouchers for a promotion. Use when you need to generate multiple vouchers at once for a specific promotion. Batch processing is asynchronous and returns a PENDING status initially.

ActionInstant

Find or Create Products

Tool to find an existing product by external_identifier or create a new one if it doesn't exist. Use when you need to ensure a product exists in Piggy's system for loyalty programs or rewards.

ActionInstant

Find Voucher By Code

Tool to find a voucher by its unique code. Use when you need to retrieve voucher details, check redemption status, or validate a voucher code.

ActionInstant

Get Contact Auth Token

Tool to get an auth token for a Contact. Use after obtaining a Contact UUID and needing to verify identity for secure operations.

ActionInstant

Get Contact's Credit Balance

Tool to get a Contact's credit balance. Use when you need to check a contact's current credit balance before processing rewards or promotions.

ActionInstant

Connect any two apps with Notis in the middle.

Botstar and Piggy, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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