Set organization specific Convolo capabilities
Turn account needs into a focused capability list before work starts.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
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.
Why this helps
Account specific capabilities are often agreed verbally but never added to the character configuration.
- Translate account needs into actions
- Keep capabilities focused per organization
- Reduce forgotten setup decisions
Setup
Build it in a few focused steps.
- 1Connect both apps in Notis.
- 2Create an automation for organization capability setup.
- 3Tell Notis to define or update actions for the referenced character based on explicit needs in each new organization record.
- 4Pick New Organization Received Trigger and a report channel.
- 5Test with an organization containing stated requirements.
Questions about this workflow
What if no needs are recorded?
Notis can report that there is not enough information to define safe account specific actions.
Does this create the character too?
No. This workflow updates actions for an existing character.
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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