Turn Pipedrive notes into Convolo performance reviews
Use the notes your team already records to spot what the character should improve.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Evaluate Character Performance
Tool to evaluate a character's performance based on interactions. Use after fetching a conversation session and constructing your prompt.
Why this helps
Conversation feedback is captured in CRM notes but rarely reaches the assistant improvement loop.
- Reuse existing feedback records
- Surface concrete improvement themes
- Create a repeatable review habit
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Convolo ai once.
- 2Create an automation for performance evaluation.
- 3Tell Notis to use each new note as evidence, identify the referenced Convolo character and session, and evaluate performance.
- 4Select New Note Received Trigger and a report channel.
- 5Test with a note that includes interaction details.
Questions about this workflow
Does the note need a conversation session?
Yes, the evaluation action needs enough interaction evidence and a referenced character or session.
What if the note is just a reminder?
Notis can report that there is insufficient evidence instead of fabricating an evaluation.
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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