Carry lead assignment changes into Convolo
When a lead changes hands in Notion, update the related Convolo character details so the conversation context follows the new owner.
Trigger
Page Properties Updated
Triggers when properties of a Notion page are updated. Customer optionally scopes with at most one of: - data_source_id: any row in this data source - page_id: this specific page - parent_page_id: any page whose immediate parent is this page With none set, fires for any property change in the workspace the integration has access to. Adding a column to a data source fires this trigger once per existing row. Customers can branch on `data.updated_properties` (array of property IDs) to filter downstream.
Action
Update Character
Tool to update existing character details. Use when you have a character ID and need to modify its attributes.
Why this helps
A reassigned lead can leave the conversation setup describing the previous owner, creating avoidable confusion at follow-up time.
- Keep assignment context aligned across the lead record and character.
- Reduce manual cleanup after lead ownership changes.
- Make responsibility clearer for the next callback.
Setup
Build it in a few focused steps.
- 1Connect Notion and Convolo ai to Notis once in the portal.
- 2Create an automation in the portal or by asking Notis conversationally.
- 3In one instruction, tell Notis which ownership changes matter and how to update the matching Convolo character details.
- 4Select Page Properties Updated for the lead data source and choose a run-report channel.
- 5Test with one real reassignment and check the character details.
Questions about this workflow
Does this assign the lead inside Convolo?
This workflow uses the Update Character action to update character details. It does not use a lead-assignment action.
How should the matching record be identified?
Include a stable link or identifier for the related Convolo character in the Notion lead record and state the matching rule in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Convolo ai. A trigger fires from one place; an action lands in another.
Notion triggers
Convolo ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Character
Tool to create a new character. Use when you have name, voice type, backstory, and optional actions ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Define or Update Character Actions
Tool to define or update the list of actions a character can perform. Use when you need to configure or adjust character capabilities before deployment.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Evaluate Character Performance
Tool to evaluate a character's performance based on interactions. Use after fetching a conversation session and constructing your prompt.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
Generate Starter Conversation
Tool to generate starter conversation suggestions for a character. Use when you need opening or follow-up dialogue lines.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Get Character Response
Tool to generate a response from a ConvAI character based on text or audio input. Use when needing a text or voice reply in an ongoing session.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
List Voices
Tool to retrieve the list of available voice types. Use when selecting voices before generating speech.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
Set Core AI Settings
Tool to set core AI settings for a character. Use after confirming character existence.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
Update Character Backstory
Tool to update a character's backstory. Use when you need to modify the backstory of an existing character after confirming its ID. Only the provided fields will be updated.
Connect any two apps with Notis in the middle.
Notion and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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