Keep IP context with the record
Store the useful lookup summary beside the inquiry, so it is available when you return to the conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload Attachment
Tool to upload an attachment to a record. use when you need to attach a file or specify a public url for upload to a bigin record. ensure module api name and record id are correct before calling.
Why this helps
Technical context often lives in transient logs that are hard to find when a lead needs attention.
- Keep a supplied context summary with its related record.
- Make later reference easier for you or a teammate.
- Avoid searching old logs for the same lookup.
Setup
Build it in a few focused steps.
- 1Connect IPLocate and Zoho bigin to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to attach context summaries.
- 3Use one plain-language instruction to attach the webhook-provided summary or public file URL to the matching bigin record.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one real attachment example and confirm it appears on the intended record.
Questions about this workflow
What can be attached?
The action can upload content or use a public URL supplied by your process.
What does the webhook need?
Provide a bigin record reference and the summary content or accessible URL to attach.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link IPLocate to Zoho bigin. A trigger fires from one place; an action lands in another.
IPLocate triggers
Zoho bigin actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Records
Tool to add new records to a module. use when you need to programmatically insert one or more records into bigin after confirming module name and field api names. provide required fields per module (e.g., contacts requires last name).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Tags to Records
Tool to add tags to a specific record in a module. use when you need to categorize or label a record after creation or update.
Create Tags
Tool to create tags for a module. use when you need to add new tags to a specific module in zoho bigin.
Delete Attachment
Tool to delete an attachment from a record. use when you need to remove a file after confirming its record id and attachment id.
Delete Records
Tool to delete records from a module. use when removing one or multiple records after confirming their ids.
Download Attachment
Tool to download an attachment from a record. use when you need the binary content of a specific attachment after confirming the record and attachment ids.
Get Attachments
Tool to retrieve attachments for a record. use when you need a paginated list of attachments for a given module record.
Get Deleted Records
Tool to get a list of deleted records in a module. use when auditing or restoring recently deleted data (recycle within 60 days, permanent within 120 days).
Connect any two apps with Notis in the middle.
IPLocate and Zoho bigin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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