Connect Agile CRM to Convolo ai

When something happens in Agile CRM, Notis takes the next step in Convolo ai. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Agile CRM to Convolo ai

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Create a Lead Callback Character

Create a Convolo AI character for calling new Agile CRM leads, using the name, voice type, and backstory you provide.

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Refresh Callback Character Capabilities

On a schedule, review the callback needs you provide from Agile CRM and update a Convolo character's available actions.

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Draft Lead Conversation Starters

Generate opening and follow-up lines for a Convolo character using lead context and conversation goals supplied from Agile CRM.

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Draft a Contextual Callback Response

Generate a Convolo character response to supplied text or audio input, with relevant Agile CRM lead context included in the prompt.

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Review Callback Character Performance

Evaluate a Convolo character using a conversation session and evaluation prompt supplied from your callback review process.

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Find a Voice for Callback Characters

Retrieve Convolo's available voice types when preparing or revising a voice choice for an Agile CRM callback character.

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Set Callback Character Core Settings

Apply supplied core AI settings to an existing Convolo character for the callback experience you want to maintain.

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Update Callback Character Backstory

Revise the backstory of an existing Convolo character using callback context and updated guidance supplied from your Agile CRM process.

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Update Callback Character Details

Update supplied attributes of an existing Convolo character identified by its character ID for your callback workflow.

Supported Triggers and Actions

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

Agile CRM triggers

Convolo ai actions

Recurring trigger

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

TriggerScheduled

Create Character

Creates a new character.

ActionInstant

Webhook trigger

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

TriggerInstant

Evaluate Character Performance

Evaluates a character’s conversation performance and returns ratings and feedback.

ActionInstant

Generate Starter Conversation

Generates conversation starters or follow-up suggestions for a character.

ActionInstant

Get Character Response

Generates a text or voice response from a character in an ongoing session.

ActionInstant

List Voices

Lists the available voice types.

ActionInstant

Set Core AI Settings

Updates a character’s core AI settings.

ActionInstant

Upload Knowledge Bank File

Uploads a file to a knowledge bank.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.