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Notis

Review a Chatfai character for campaign scenario planning

Include a public character ID and campaign context in a webhook request. Notis retrieves the character details for your planning report.

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

Campaign planning can stall when character details and the CRM's audience context live in separate places.

  • Retrieve details for the exact public character ID you provide.
  • Keep character information with the campaign context in a run report.
  • Use the report to decide whether the character fits a planned scenario.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Chatfai once in Notis.
  • 2Create an automation and describe the report you want in plain language.
  • 3Ask Notis to retrieve the supplied public character ID and summarize its details alongside the campaign context in the request.
  • 4Choose a Notis webhook trigger and select where run reports should go.
  • 5Test with one real character ID and campaign example.

Questions about this workflow

Can this find a character if I do not know its ID?

No. This action retrieves one public character by ID. Use a separate character search workflow to find matches by name or keyword.

Does Agile CRM send the campaign automatically?

No. Agile CRM exposes no trigger events here, so the campaign context and character ID must be sent in the webhook request.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Chatfai. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Chatfai actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Public Character By ID

Retrieves details of a public character by its ID.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Conversations

Lists conversations for the authenticated user.

ActionInstant

Search Characters

Searches public characters by name or keyword.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and Chatfai, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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