Give every new Salesforce lead a better first conversation
Make the first line feel informed. When Salesforce adds a lead, have Notis prepare a Convolo starter conversation using the details Salesforce provides.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Generate Starter Conversation
Tool to generate starter conversation suggestions for a character. Use when you need opening or follow-up dialogue lines.
Why this helps
New leads can sit while someone gathers context and works out how to start the conversation.
- Reduce time spent drafting first-touch dialogue.
- Use available lead context to make opening suggestions more relevant.
- Keep new lead follow-up from getting lost in a busy day.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Convolo AI once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to prepare Convolo starter conversation suggestions from each new Salesforce lead using only the lead details available.
- 4Pick the Salesforce New Lead trigger, choose where run reports should go, and test with one real lead.
Questions about this workflow
Will Notis place a call to the lead?
No. The selected Convolo action generates starter conversation suggestions. It does not initiate a call.
What if a lead has very little information?
Notis can use the available details. Add any additional context you want considered to your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Convolo ai. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Evaluate Character Performance
Tool to evaluate a character's performance based on interactions. Use after fetching a conversation session and constructing your prompt.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Generate Starter Conversation
Tool to generate starter conversation suggestions for a character. Use when you need opening or follow-up dialogue lines.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
List Voices
Tool to retrieve the list of available voice types. Use when selecting voices before generating speech.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Set Core AI Settings
Tool to set core AI settings for a character. Use after confirming character existence.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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