Prepare for a difficult sales objection with character search
Share the objection and the outcome you want to practice. Notis searches Chatfai for public characters that fit 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 specific deal concern can get lost among CRM notes before you have a chance to prepare a response.
- Turn a deal concern into a targeted character search.
- Keep the practice objective visible in the run report.
- Avoid searching Chatfai without relevant scenario context.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Chatfai once in Notis.
- 2Create an automation and state the result you want in plain language.
- 3Ask Notis to search public Chatfai characters using the objection and practice goal supplied in the webhook request.
- 4Pick the Notis webhook trigger and choose a channel for run reports.
- 5Test with one real objection and review the matches.
Questions about this workflow
Can the automation identify objections from Agile CRM automatically?
Agile CRM has no trigger events in this workflow setup. Send the objection and relevant deal context in the webhook request.
Will Chatfai generate a response to the objection?
The available action searches characters. It does not generate replies or begin a roleplay session.
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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