Review chatbot resources at key deal stages
A deal stage change can signal a new customer conversation. Bring Botsonic's data inventory into the same review.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get All Bot Data
Tool to retrieve all data associated with the bot, including files and resources. use when you need a comprehensive export of bot assets for backup or inspection.
Why this helps
Chatbot resources can lag behind the questions prospects raise as deals move through the pipeline.
- Retrieve the Botsonic data inventory at a pipeline milestone.
- Give the team a consistent point to review bot resources.
- Keep resource checks close to deal movement.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Botsonic once in the Notis portal.
- 2Create an automation from Automations, then New Automation, and give it a name.
- 3Tell Notis to retrieve all Botsonic bot data when a deal stage changes and summarize the inventory for a readiness review.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage change and review the report.
Questions about this workflow
Will this change or delete Botsonic data?
No. It retrieves the data inventory for review and does not modify bot resources.
Does the inventory show whether content is current?
The action retrieves associated bot data. A freshness judgment needs a known baseline or dates in the returned data, otherwise Notis should state that currency cannot be determined.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Botsonic. A trigger fires from one place; an action lands in another.
Hubspot triggers
Botsonic actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Tool to bulk upload urls for bot training. use when you need to upsert multiple document urls into a bot in one request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Bot Data
Tool to delete specific bot data using its id. use when you need to remove outdated or irrelevant data after confirming the data identifier.
Contact Created Trigger
Contact Created Trigger
Delete Starter Question
Tool to delete a specific starter question by its unique identifier. use after confirming the id of the starter question you want to remove.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Delete Uploaded File
Tool to delete a specific uploaded file by its id. use when you need to remove a file from the bot's data repository after confirming the file id.
Get All Bot Data
Tool to retrieve all data associated with the bot, including files and resources. use when you need a comprehensive export of bot assets for backup or inspection.
Get All Bots
Tool to retrieve all bots associated with the account. use when you need to list existing bots after authentication.
Get All Conversations
Tool to retrieve all conversations related to the bot. use after authentication when you need a paginated list of conversation threads for review or analytics.
Get All FAQs
Tool to retrieve all frequently asked questions associated with the bot. use after authenticating the bot and when you need to list or manage its faq entries.
Connect any two apps with Notis in the middle.
Hubspot and Botsonic, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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