Prepare every demo from the intake form
Walk into demos with the prospect context already organized.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Demo preparation gets squeezed between the request arriving and the meeting starting.
- Highlight goals and constraints before the call
- Suggest relevant discovery questions
- Reduce last minute preparation
Setup
Build it in a few focused steps.
- 1Connect Typeform and Chatbotkit in Notis.
- 2Create an automation to summarize the request and generate a concise prep conversation in Chatbotkit.
- 3Select New Form Response.
- 4Choose the report channel and test using one demo request.
Questions about this workflow
Can it tailor questions to the prospect role?
Yes. Ask Notis to use the role, goals, and constraints included in the submitted answers.
Can the team continue the conversation manually?
Yes. Chatbotkit can be used for the follow up conversation after Notis starts it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Chatbotkit. A trigger fires from one place; an action lands in another.
Typeform 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.
New Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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