Bring CustomGPT leads into your prospect review
Use a research handoff to prompt a fresh export of leads captured by your agent.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Export Leads
Exports lead details captured in conversations from a project.
Why this helps
Leads captured in chatbot conversations can sit unseen while prospect research moves on elsewhere.
- Make captured leads easier to include in a research review.
- Support date-range and pagination based exports.
- Reduce forgotten follow-up on chatbot-generated leads.
Setup
Build it in a few focused steps.
- 1Connect Agenty and CustomGPT once in the Notis portal.
- 2Create an automation asking CustomGPT to export leads for the relevant project and review window.
- 3Configure Agenty to call the Notis webhook when a lead review batch is due.
- 4Choose where run reports go and test with a real project and date window.
Questions about this workflow
What lead data might be included?
The export can include information captured in conversations, such as email addresses, names, phone numbers, and custom fields.
Does this add leads to a CRM?
No. The listed CustomGPT action exports lead information; a separate CRM action would be needed to write those records elsewhere.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Customgpt. A trigger fires from one place; an action lands in another.
Agenty triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Permanently deletes a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Persona Version
Restores a previous persona version as active and adds a new history entry; requires Custom plan.
Delete CustomGPT Project License
Deletes a license from a project.
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Get Project License
Retrieves a license for a specific project.
Clone CustomGPT Project
Clones an agent, including its knowledge base, persona, and settings.
Get Project Settings
Retrieves the settings for a project.
Create Conversation
Creates a conversation session for an agent.
Connect any two apps with Notis in the middle.
Agenty and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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