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Notis

Keep repeat inquiry context together

Give returning inquiries a little continuity, without relying on yourself to remember what each visit revealed.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

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).

Why this helps

Repeat visits can create scattered notes that make it difficult to recall what changed since the last inquiry.

  • Keep repeat inquiry events visible in bigin.
  • Preserve available context for later conversation prep.
  • Reduce manual note taking between visits.

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 capture repeat inquiry events.
  • 3Describe in one plain-language prompt how a webhook should create a bigin record for a returning inquiry and include the available IPLocate context.
  • 4Choose an incoming webhook trigger and a channel for run reports.
  • 5Send a real repeat inquiry example and check the resulting record.

Questions about this workflow

Does an IP address identify the same person?

An IP address is not reliable proof of a person's identity. Treat repeat signals as context only.

Can the record include prior visit details?

Include relevant prior context in the webhook if your system has collected it.

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.

TriggerScheduled

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).

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Create Tags

Tool to create tags for a module. use when you need to add new tags to a specific module in zoho bigin.

ActionInstant

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.

ActionInstant

Delete Records

Tool to delete records from a module. use when removing one or multiple records after confirming their ids.

ActionInstant

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.

ActionInstant

Get Attachments

Tool to retrieve attachments for a record. use when you need a paginated list of attachments for a given module record.

ActionInstant

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).

ActionInstant

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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