Bring new lead intake context into Convolo
When a lead intake request arrives, have Notis update the relevant character details using the context included in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload Knowledge Bank File
Tool to upload a knowledge bank file. Use when you have a file ready to add to Convolo AI's knowledge bank (Enterprise plan only).
Why this helps
Intake details often need to be copied into conversation guidance before a team can follow up.
- Connect intake context to character preparation.
- Reduce repeated manual transfer of lead details.
- Make new context easier to act on.
Setup
Build it in a few focused steps.
- 1Connect Convolo AI once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, specify what lead context the request should provide and which existing character details to update.
- 4Choose an HTTP webhook trigger and select where run reports go.
- 5Test with one real intake request and verify the character update.
Questions about this workflow
What information should the intake request provide?
Include the lead context needed for the update and identify the relevant existing character.
Does this assign the lead or trigger a callback?
No. This workflow updates Convolo character details with the listed Update Character action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Convolo ai. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Evaluate Character Performance
Tool to evaluate a character's performance based on interactions. Use after fetching a conversation session and constructing your prompt.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Generate Starter Conversation
Tool to generate starter conversation suggestions for a character. Use when you need opening or follow-up dialogue lines.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
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.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
List Voices
Tool to retrieve the list of available voice types. Use when selecting voices before generating speech.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Set Core AI Settings
Tool to set core AI settings for a character. Use after confirming character existence.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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