Bring chatbot activity into your pipeline check-in
Make pipeline review less dependent on memory. Notis can scan available Chatbotkit conversation history on a schedule and surface relevant context it can match to HubSpot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Conversations
Tool to retrieve a paginated list of conversations. use when you need to page through conversation history.
Why this helps
Chatbot questions can sit outside the regular pipeline review, leaving the team to reconstruct context later.
- Bring recent chatbot activity into a recurring review.
- Focus attention on conversations that appear relevant to pipeline records.
- Make missing identifiers visible instead of silently guessing.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Chatbotkit once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for your pipeline review.
- 3Tell Notis to review recent Chatbotkit conversations, match them to HubSpot records where details allow, and summarize useful context and uncertain matches.
- 4Pick a recurring schedule, choose a report channel, and test with one real example.
Questions about this workflow
Can this guarantee every conversation is linked to a deal?
No. Conversation listing and HubSpot details may not provide a shared identifier. Notis should report uncertain or missing matches rather than claim a link.
Can I choose how often it runs?
Yes. Choose a recurring schedule when creating the automation in Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Chatbotkit. A trigger fires from one place; an action lands in another.
Hubspot triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Tool to send a message to a conversation and receive the bot’s reply. use after retrieving or initiating a conversation id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Integration
Tool to create a new integration. use when you need to set up a support channel integration for a bot after collecting the integration details.
Contact Created Trigger
Contact Created Trigger
Create Skillset
Tool to create a new skillset. use when you need to group multiple skills into a single reusable unit.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
List Bots
Tool to retrieve a paginated list of all bots. use when you need to browse or manage multiple bots, and iterate pages via cursor.
List conversation messages
Tool to list messages in a conversation with pagination. use after obtaining a conversation id to fetch messages page by page.
List Conversations
Tool to retrieve a paginated list of conversations. use when you need to page through conversation history.
List Datasets
Tool to list datasets. use when you need to browse or paginate through available datasets.
List Integrations
Tool to retrieve a list of trigger integrations. use when you need to browse or manage configured trigger integrations and iterate pages via cursor.
Connect any two apps with Notis in the middle.
Hubspot and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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