Make Stale Leads Easier to Review
Set a recurring review that brings potentially neglected leads back into view, using the criteria your AppDrag query supports.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Visual SQL SELECT
Tool to execute a Visual SELECT Cloud Backend function. Use when you need to read rows from a database table using a visual SQL function configured in AppDrag.
Why this helps
Leads can go quiet in a database when follow-up depends on someone remembering to check the right view.
- Bring query results into a regular review
- Reduce manual database checking
- Make follow-up gaps more visible
Setup
Build it in a few focused steps.
- 1Connect AppDrag once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3Describe which lead records the AppDrag SELECT function should return for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review and confirm the query returns the records you expect.
Questions about this workflow
Does this know when a lead is stale?
Your Visual SQL SELECT function must define the criteria, such as a date range or status. Notis cannot assume fields or history that the query does not provide.
Does the workflow contact the leads?
No. It retrieves records for review. Contacting leads would require a supported action and an appropriate instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Appdrag. A trigger fires from one place; an action lands in another.
2chat triggers
Appdrag actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Execute Cloud Backend function via DELETE
Tool to execute a Cloud Backend API function via DELETE on the default environment. Use when you need to call a function with DELETE parameters and optional APIKey.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to execute the pre-production version of a Cloud Backend API function via DELETE. Use when you need to test or validate delete operations in the preprod environment before production deployment.
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Tool to execute the development version of a Cloud Backend API function via PATCH. Use after deploying or updating your function to the dev environment.
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Tool to execute a Cloud Backend API function via POST on the default environment. Use when you need to call a function with POST parameters and optional APIKey.
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Tool to execute a Cloud Backend API function via POST on the preprod environment. Use when you need to test a function in the preprod environment before releasing to production. Include apiKey if your function requires APIKey security.
Execute Cloud Backend function via PUT (default)
Tool to execute a Cloud Backend API function via PUT on the default environment. Use when you need to call a function with PUT parameters and optional APIKey.
Execute Cloud Backend function via PUT (preprod)
Tool to execute a Cloud Backend API function via PUT on the preprod environment. Use when you need to call a function with PUT parameters and optional APIKey in preprod.
Connect any two apps with Notis in the middle.
2chat and Appdrag, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Appdrag.