Rehearse important account conversations before they happen
Send a preparation request from your CRM routine and have Notis retrieve the Chatfai character you use to practice a high-stakes customer conversation.
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
Preparing for an important account call means switching between CRM notes, planning, and rehearsal, making it easy to lose focus before the meeting.
- Start rehearsal with a selected character's current public details.
- Keep account preparation anchored to the customer context supplied with the request.
- Reduce the number of manual steps between spotting a key call and practicing for it.
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 conversationally to prepare rehearsals for key account conversations.
- 3In one plain-language instruction, tell Notis to use the incoming account context and retrieve the specified public Chatfai character for rehearsal.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Send one real account example to the webhook and confirm the character details support the intended rehearsal.
Questions about this workflow
Does Twenty automatically trigger this workflow?
No. Twenty has no available trigger event here. Notis starts the workflow when your configured webhook receives a request.
What does Chatfai do in this workflow?
Chatfai retrieves the public character identified by its unique ID. Notis can use that context as part of your rehearsal instruction.
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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