Get sharper discovery questions for new deals
Start every discovery call with questions that match the conversation style you want to practice.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Get Public Character By ID
Tool to retrieve a public character by its id. use when you need to fetch details of a single public character by providing its unique id.
Why this helps
Generic discovery checklists do not help when each prospect needs a different conversation approach.
- Generate questions suited to a chosen style
- Reduce blank page planning
- Keep discovery preparation attached to the deal
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Chatfai once in the Notis portal.
- 2Create an automation named Discovery question coach.
- 3Tell Notis to retrieve the public Chatfai character using the supplied ID and draft five discovery questions based on the new deal and character profile.
- 4Pick the Pipedrive New Deal Received trigger and choose where run reports go.
- 5Test with one real deal and review the generated questions.
Questions about this workflow
Can I choose a different character for each deal?
Yes. Provide the relevant public character ID in each deal's context.
What does Notis use besides the character?
It can use the deal information available in Pipedrive and any instructions you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Chatfai. A trigger fires from one place; an action lands in another.
Pipedrive 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
Tool to retrieve a public character by its id. use when you need to fetch details of a single public character by providing its unique id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
New Note Received Trigger
Triggered when a new note is created in Pipedrive
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Chatfai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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