Align DocsBot bot settings with new organizations
Make account specific bot settings easier to keep consistent.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Update Bot
Tool to update specific fields for a bot (e.g., name, description, settings). use after confirming valid team and bot ids.
Why this helps
Tailored bot settings are easy to forget during fast onboarding work.
- Standardize approved customization
- Reduce setup omissions
- Keep account experiences aligned
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Docsbot ai in Notis once.
- 2Create an automation for approved bot setting updates.
- 3Tell Notis which bot id and fields to update from the new organization's context.
- 4Select Pipedrive New Organization Received as the trigger and choose a report channel.
- 5Test with one organization and review the updated bot record.
Questions about this workflow
Can the workflow invent settings?
No, specify the allowed fields and values or ask Notis to report missing information.
Is a bot id required?
Yes, the Update Bot action requires a valid bot identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Docsbot ai. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Tool to create a new bot within a team. use when you have a valid team id and want to provision a new bot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Bot
Tool to delete a specific bot by its id. use after confirming the bot id is correct to permanently remove a bot from the system.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Generate Conversation Ticket
Tool to generate a structured support ticket from a chat agent conversation. use when you need to convert an existing conversation into a ready-to-submit helpdesk ticket.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Bot Details
Tool to fetch details of a specific bot by id within a team. use after confirming valid team and bot ids.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get Team Details
Tool to fetch details of a specific team by its id. use when you need full team info including members and settings after confirming the team id.
List Team Bots
Tool to list all bots for a given team. use after confirming the team id to retrieve all associated bots for that team.
List Questions
Tool to list all questions asked of a specific bot. use after confirming the bot's identifier. example: "list questions for bot abc123 with status 'unanswered'."
List Bot Sources
Tool to list all sources for a specific bot. use when you need to retrieve paginated source lists after confirming the bot's identifier.
Connect any two apps with Notis in the middle.
Pipedrive and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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