Catch chatbot follow-ups as new contacts arrive
A new contact is a good moment to check whether recent chatbot conversations surfaced a question your team should pick up.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
Chatbot conversations and new leads live in separate places, making relevant follow-up easy to miss.
- Review Botsonic conversation threads when a new contact arrives.
- Highlight follow-up opportunities in the run report.
- Reduce manual switching between CRM and chatbot records.
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 Botsonic conversations when a HubSpot contact is created and summarize any follow-up signals in the run report.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real new contact and review the report.
Questions about this workflow
Does this create or update a HubSpot contact?
No. The HubSpot event starts the automation, and the Botsonic action retrieves conversations for review.
Can it identify which conversation belongs to the new contact?
Only if the returned conversation data includes a matching identifier. If it does not, ask Notis to report that the match is unavailable rather than infer one.
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.
Bulk Upload Bot URLs
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 use when you need to remove outdated or irrelevant data after confirming the data identifier.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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Botsonic.