Create a Convolo character from every new Pipedrive deal
Give each new opportunity a ready-to-shape Convolo character without rebuilding context by hand.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create Character
Tool to create a new character. Use when you have name, voice type, backstory, and optional actions ready.
Why this helps
New opportunities often sit idle while someone manually turns CRM context into an assistant brief.
- Reduce setup time for deal-specific assistants
- Keep the deal context attached to the character draft
- Start experiments without switching between apps
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Convolo ai once in Notis.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create a Convolo character from each new deal using its title, value, organization, and notes.
- 4Pick New Deal Received Trigger as the trigger and choose a report channel.
- 5Test with one real deal.
Questions about this workflow
What happens if the deal has little context?
Notis can create a basic draft from the available deal details and report which context is missing.
Does this deploy the character?
No. It creates the character so you can review and configure it before deployment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Convolo ai. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Evaluate Character Performance
Tool to evaluate a character's performance based on interactions. Use after fetching a conversation session and constructing your prompt.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Generate Starter Conversation
Tool to generate starter conversation suggestions for a character. Use when you need opening or follow-up dialogue lines.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
List Voices
Tool to retrieve the list of available voice types. Use when selecting voices before generating speech.
Set Core AI Settings
Tool to set core AI settings for a character. Use after confirming character existence.
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.
Pipedrive and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Convolo ai.