Practice discovery questions before a prospect call
Send a prospect and call goal to Notis, then retrieve the Chatfai character you use to practice asking useful questions.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Public Character By ID
Tool to retrieve a public character by its id. use when you need to fetch details of a single public character by providing its unique id.
Why this helps
When a discovery call is close, it can be difficult to switch from reviewing a prospect to shaping a focused conversation.
- Anchor the practice in the prospect context you provide.
- Rehearse questions and transitions before a live call.
- Start from a chosen character without extra setup.
Setup
Build it in a few focused steps.
- 1Connect Twenty and Chatfai to Notis once through the portal.
- 2Create a webhook automation in the portal or ask Notis to prepare discovery call rehearsal requests.
- 3Tell Notis in one plain-language instruction to retrieve the chosen public character and use the supplied prospect details and call goal for practice.
- 4Select an incoming webhook trigger and the channel for run reports.
- 5Send one real prospect example and check that the retrieved character is the one you intended.
Questions about this workflow
Can the workflow access all prospect fields in Twenty?
The action here retrieves a Chatfai character. Include the relevant prospect context with your webhook request or instruction.
Why use a webhook?
Twenty exposes no integration trigger events in this package, so an incoming Notis webhook is the available request-based trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Twenty to Chatfai. A trigger fires from one place; an action lands in another.
Twenty triggers
Chatfai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Public Character By ID
Tool to retrieve a public character by its id. use when you need to fetch details of a single public character by providing its unique id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
Twenty and Chatfai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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