Get agent leads ready for follow-up
Make a recorded follow-up request the starting point for a current CustomGPT lead export.
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
Lead details captured in agent conversations can be overlooked when follow-up depends on a manual export.
- Run an export for the project named in the request.
- Use a requested date range when supplied.
- Return exported lead information for review in the run report.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and CustomGPT once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it.
- 3In one instruction, say to export leads for the specified project using the requested pagination and date range when provided.
- 4Choose the notis_webhook trigger and arrange for it to receive the project and optional export criteria.
- 5Choose a run report channel, then test with one real request for an appropriate project.
Questions about this workflow
What information can the export include?
The listed action exports lead information captured from conversations, including available email addresses, names, phone numbers, and custom fields.
Does this send leads to a CRM?
No. The supplied action exports lead information. A separate destination action is not listed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Customgpt. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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