Find a Chatfai character for your next sales conversation
Send a lead's industry, role, and conversation goal from Agile CRM. Notis searches Chatfai for a character that can help you rehearse.
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
Preparing for a sales call often means switching tools and inventing a practice scenario from scratch.
- Get a character search grounded in the lead context you provide.
- Keep call preparation focused on one stated conversation goal.
- Receive a run report with the search results.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Chatfai once in Notis.
- 2Create an automation and describe the desired result in plain language.
- 3In the instruction, ask Notis to use the supplied lead context to search for a relevant public sales roleplay character.
- 4Choose a Notis webhook trigger and select where run reports should go.
- 5Test with one real lead example and review the search results.
Questions about this workflow
Does this start a Chatfai conversation?
No. The available action searches public characters and returns matching results. It does not start a conversation.
What lead details should I send?
Include only the context useful for practice, such as the lead's role, industry, and the conversation goal. Notis can only use information included in the 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.
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.
Agile CRM and Chatfai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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