Review your Chatfai conversations with follow-up priorities in view
Set a recurring check-in to retrieve your Chatfai conversation list and compare it with the CRM priorities you provide to Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Conversations
Lists conversations for the authenticated user.
Why this helps
Conversation reviews and CRM follow-up planning can drift apart when they happen in different places and at different times.
- Bring the authenticated user's conversation list into a scheduled review.
- Keep follow-up priorities you supply visible in the report.
- Create a recurring checkpoint without relying on memory.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Chatfai once in Notis.
- 2Create an automation and describe the review outcome in plain language.
- 3Ask Notis to list Chatfai conversations and include the Agile CRM follow-up priorities supplied in its instruction or run context.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real review and confirm the conversation list and supplied priorities are useful.
Questions about this workflow
Does the action read Agile CRM tasks or deals?
No Agile CRM trigger or read action is specified here. Supply the priorities you want included in the Notis review.
Can this verify that Chatfai is authenticated?
The conversation list action can be used to retrieve conversations or verify authentication status.
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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