Turn contact updates into a ready-to-review Convolo reply
A changed contact detail can affect the next conversation. Give Notis an instruction for using Salesforce updates to prepare a Convolo response.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
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.
Why this helps
Important contact changes can be missed when customer context lives in one tool and conversation work happens in another.
- Bring updated contact details into conversation preparation.
- Spend less time switching between CRM and conversation tools.
- Keep suggested replies grounded in the information supplied.
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 contact update replies.
- 3Tell Notis what kind of Convolo response to prepare from changed Salesforce contact details, and include any conversation text it should use.
- 4Pick the Salesforce Contact Updated trigger, select a run-report destination, and test with one real contact update.
Questions about this workflow
Does the contact update include a full conversation transcript?
The listed Salesforce trigger emits changed fields and relevant timestamps. Provide conversation text in your instruction or another available context if the response needs it.
Does this send the generated reply to the contact?
No. This action generates a response from input; it does not send a message or place a call.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Convolo ai.