Give every new customer a guided start
Use onboarding answers to make the first conversation feel immediately relevant.
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
New customers receive generic onboarding even though the intake form already contains useful context.
- Personalize the first onboarding steps
- Identify setup blockers early
- Keep onboarding context in one conversation
Setup
Build it in a few focused steps.
- 1Connect Typeform and Chatbotkit once in Notis.
- 2Create an automation that uses onboarding answers to start a tailored Chatbotkit checklist conversation.
- 3Pick New Form Response as the trigger.
- 4Select a report destination and test with one completed onboarding form.
Questions about this workflow
Can the checklist vary by customer goal?
Yes. Describe the goal based branches and required first steps in the instruction.
Can the workflow flag a blocker?
Yes. Ask Notis to identify blockers and state them clearly in the conversation.
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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