Keep sales momentum after the call ends
Chat naturally on the call. Afterward, Chatbotkit returns the account context, buying signals, objections, and next move.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Complete Conversation
Tool to send a message to a conversation and receive the bot’s reply. use after retrieving or initiating a conversation id.
Why this helps
Sales context gets lost when updating records and writing follow-ups competes with delivery work.
- Shortens sales administration
- Makes next steps harder to miss
- Improves consistency across opportunities
Setup
Build it in a few focused steps.
- 1Connect Transcription and Chatbotkit to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to send sales-call transcripts to a Chatbotkit sales agent.
- 3Use one instruction to summarize the opportunity, identify buying signals and objections, propose next steps, and draft a follow-up.
- 4Choose an incoming webhook trigger, pick the run-report channel, and test with one real sales recording.
Questions about this workflow
Can the summary distinguish confirmed details from guesses?
Yes. Instruct Chatbotkit to mark uncertain or inferred information clearly.
Does it update a CRM?
This workflow focuses on generating the structured summary and draft inside Chatbotkit.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Transcription to Chatbotkit. A trigger fires from one place; an action lands in another.
Transcription triggers
Chatbotkit actions
Complete Conversation
Tool to send a message to a conversation and receive the bot’s reply. use after retrieving or initiating a conversation id.
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.
Create Skillset
Tool to create a new skillset. use when you need to group multiple skills into a single reusable unit.
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.
Not just Transcription and Chatbotkit. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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