Make customer check-ins easier to prepare
Send the account context and check-in focus to Notis to retrieve your selected Chatfai character for a quick practice run.
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
Routine check-ins can slip when preparation feels like another context switch among notes, account details, and customer work.
- Turn a check-in goal into a ready-to-start practice session.
- Keep account details and conversation intent together in the request.
- Support a repeatable approach to customer follow-up.
Setup
Build it in a few focused steps.
- 1Connect Twenty and Chatfai to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to prepare customer check-in rehearsals.
- 3Use one plain-language instruction telling Notis to retrieve a specified public character and frame practice around the account context supplied.
- 4Choose an incoming webhook trigger and a channel for reports.
- 5Test with one upcoming check-in and confirm the character lookup works as expected.
Questions about this workflow
Does this create or update CRM records?
No. The specified Chatfai action retrieves public character details for a rehearsal workflow.
What starts the automation?
A request sent to the Notis webhook starts it. There is no Twenty integration trigger available here.
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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