Give Convolo AI Replies Relevant Affinity Context
When a conversation needs CRM context, let Notis find the relevant Affinity details and prepare a character reply in one run.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Character Response
Generates a text or voice response from a character in an ongoing session.
Why this helps
A character can give a generic answer when the relevant investor or deal context is buried in Affinity.
- Bring relevant contact or deal details into a character response.
- Reduce manual CRM searches during conversation preparation.
- Keep replies tied to context that is available in Affinity.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Convolo AI once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use the webhook question and record reference to find relevant Affinity context, then request a response from the specified Convolo AI character.
- 4Pick a webhook as the trigger and choose where run reports should go.
- 5Test with one real question and an Affinity contact or deal reference.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Include a question and enough information for Notis to identify the relevant Affinity contact or deal.
Will the reply include information that is not in Affinity?
Not unless you provide it separately. The instruction should ask the character to rely on available context and avoid assuming missing details.
Does this send the reply to a lead automatically?
The selected action generates a character response. It does not represent sending a message or initiating a call.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Convolo ai. A trigger fires from one place; an action lands in another.
Affinity triggers
Convolo ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Character
Creates a new character.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Evaluate Character Performance
Evaluates a character’s conversation performance and returns ratings and feedback.
Generate Starter Conversation
Generates conversation starters or follow-up suggestions for a character.
Get Character Response
Generates a text or voice response from a character in an ongoing session.
List Voices
Lists the available voice types.
Set Core AI Settings
Updates a character’s core AI settings.
Upload Knowledge Bank File
Uploads a file to a knowledge bank.
Connect any two apps with Notis in the middle.
Affinity and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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