Prepare a Convolo character for Agile CRM lead callbacks
Give your callback agent a clear role and context before it speaks with a lead.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Character
Creates a new character.
Why this helps
Leads can wait while you assemble an agent's name, voice, and instructions by hand.
- Prepare a callback character from lead context you provide.
- Keep the character's role and backstory consistent.
- Reduce setup work before a lead callback.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Convolo AI once in the Notis portal.
- 2Create an automation by telling Notis in plain language or using Automations, New Automation.
- 3In one instruction, describe the character to create and provide its name, voice type, backstory, and any ready actions.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real Agile CRM lead example and review the created character.
Questions about this workflow
Does Agile CRM start this workflow automatically?
No. Agile CRM exposes no trigger events here, so the workflow starts from a Notis webhook request.
What does the character creation action need?
The listed action is for creating a character when you have its name, voice type, backstory, and optional actions ready.
When this happens · Trigger
Do this · Action
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.
Create Character
Creates a new character.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Evaluate Character Performance
Evaluates a character’s conversation performance and returns ratings and feedback.
Generate Starter Conversation
Generates conversation starters or follow-up suggestions for a character.
Get Character Response
Generates a text or voice response from a character in an ongoing session.
List Voices
Lists the available voice types.
Set Core AI Settings
Updates a character’s core AI settings.
Upload Knowledge Bank File
Uploads a file to a knowledge bank.
Connect any two apps with Notis in the middle.
Agile CRM and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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