Send a prepared knowledge file to Convolo when it is ready
When a knowledge file is ready, let a webhook start the handoff to Convolo's knowledge bank.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload Knowledge Bank File
Tool to upload a knowledge bank file. Use when you have a file ready to add to Convolo AI's knowledge bank (Enterprise plan only).
Why this helps
A finished knowledge file can still wait for someone to remember the separate upload step.
- Connect file readiness to the upload step.
- Reduce manual handoffs after content preparation.
- Keep knowledge uploads tied to a clear workflow event.
Setup
Build it in a few focused steps.
- 1Connect Convolo AI once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for knowledge uploads.
- 3Tell Notis which ready file to upload and include the file or reference in the webhook request.
- 4Pick the webhook trigger, choose a run-report destination, and test with one real file.
Questions about this workflow
Is this available on every Convolo plan?
The knowledge bank upload action is for Enterprise plan accounts.
Can a webhook create the file?
The action uploads a file that is ready to add. Make the file available to the workflow or include a usable file reference in the request.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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