Keep Convolo context fresh from CRM notes
Capture useful context once in Pipedrive and keep the character grounded automatically.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
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.
Why this helps
Teams repeatedly explain the same customer details because useful notes never reach the character profile.
- Reduce repeated context sharing
- Preserve customer specific details
- Keep updates tied to a real note
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Convolo ai.
- 2Create an automation with the backstory refresh outcome.
- 3Tell Notis to extract durable facts from each new note and update the named character's backstory only with those facts.
- 4Pick New Note Received Trigger and a report channel.
- 5Test with a note containing stable context.
Questions about this workflow
Will every note change the backstory?
Notis can update only when the note contains durable, relevant facts, as specified in your instruction.
Can temporary opinions be excluded?
Yes. Instruct Notis to keep transient comments out of the backstory.
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
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