Find a useful roleplay character for each new lead
Practice the conversation before the follow-up. Send an AgencyZoom lead's relevant context to ChatFAI and find a public character that fits the scenario.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Characters
Searches public characters by name or keyword.
Why this helps
A lead's needs can be easy to forget while switching from the agency CRM to a separate roleplay tool.
- Prepare for sales conversations with less context switching.
- Search characters using lead concerns or goals already supplied in the request.
- Keep practice focused on the specific opportunity.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and ChatFAI once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to use the incoming lead context to search ChatFAI for a public character suited to the sales conversation.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real lead scenario and review the character search results.
Questions about this workflow
Does this start automatically when a lead is created in AgencyZoom?
AgencyZoom has no trigger events in this workflow package. Start it with a Notis webhook by sending the relevant lead context in an HTTP request.
Does this start a character conversation?
No. The available action searches public characters. It does not start or send messages in a character conversation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Chatfai. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Chatfai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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