Adapt Convolo AI settings as account needs change
Account changes can signal a shift in how an assistant should handle conversations. Turn those updates into a specific settings instruction for Convolo.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Set Core AI Settings
Tool to set core AI settings for a character. Use after confirming character existence.
Why this helps
Teams may miss a needed assistant configuration change when account updates happen outside the conversation workflow.
- Connect account changes to a defined assistant configuration review.
- Keep settings decisions tied to updated account context.
- Reduce the need to remember a separate manual settings task.
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 name it for account-driven settings.
- 3Tell Notis which account changes should alter which core AI settings, and provide the confirmed character ID.
- 4Pick Account Created or Updated, select a run-report destination, and test with one real account update.
Questions about this workflow
Does the account trigger return all account history?
It uses LastModifiedDate as a high-watermark to capture account creations and updates. Do not assume historical fields are included unless Salesforce returns them.
Does the character need to exist first?
Yes. The core settings action is used after confirming the character exists. Include its ID in the instruction or available context.
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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