Pair account research with a public character brief
Keep the account you are researching and the character reference you want to inspect in one concise brief.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Public Character By ID
Retrieves details of a public character by its ID.
Why this helps
Account notes and reference character details live in separate places, making it harder to keep a useful comparison together.
- Bring account context and character details into one report
- Retrieve an exact public character by ID
- Make research easier to scan later
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Chatfai once in the Notis portal.
- 2Create an automation named for target account character briefs.
- 3Tell Notis to use the supplied account context and public character ID to retrieve character details and summarize them together.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real account context and a valid public character ID.
Questions about this workflow
Can Notis guess the character ID from an account name?
This workflow uses the public character ID lookup action, so provide the character ID in the webhook request.
Does the lookup create or change a character?
No. The action retrieves details for a public character.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Chatfai. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Chatfai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Public Character By ID
Retrieves details of a public character by its ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Conversations
Lists conversations for the authenticated user.
Search Characters
Searches public characters by name or keyword.
Connect any two apps with Notis in the middle.
Aeroleads and Chatfai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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