Keep a Convolo character current as Salesforce opportunities change
When deal context shifts, keep the related character's backstory aligned with the information Salesforce provides.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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.
Why this helps
A conversation assistant can rely on stale deal context when opportunity changes are not carried into its backstory.
- Reduce manual copying of relevant deal updates.
- Keep existing character context aligned with current opportunity information.
- Apply changes only to the backstory fields 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 opportunity context updates.
- 3Tell Notis which opportunity information should update the existing character backstory, and provide the character ID or a reliable way to identify it.
- 4Pick the Salesforce New or Updated Opportunity trigger, choose a run-report destination, and test with one real opportunity update.
Questions about this workflow
Will the trigger identify the matching Convolo character?
The listed opportunity trigger reports Salesforce opportunity changes. Include the character ID or explain how Notis can identify it from available context.
Will this replace the whole backstory?
The Convolo action updates only the provided fields. Specify the content to update in 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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