Prepare follow-up with location context
Gather the leads that need attention into one planned review, with their available location details alongside them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Records
Tool to retrieve records from a bigin module. use when listing or querying module data with specific fields, sorting, filtering, and pagination.
Why this helps
Switching between pipeline records and location lookup tools makes it harder to prepare a clear next step.
- Bring location context into a planned pipeline check.
- Make preparation more focused.
- Reduce repeated navigation between tools.
Setup
Build it in a few focused steps.
- 1Connect IPLocate and Zoho bigin to Notis once in the portal.
- 2Create a recurring automation in the portal or ask Notis to prepare the review.
- 3Use one plain-language instruction to retrieve the relevant bigin leads and summarize their available location context for follow-up.
- 4Choose a recurring schedule trigger and a channel for run reports.
- 5Review one sample output and confirm it helps you decide what to do next.
Questions about this workflow
Does this infer a lead's permanent location?
No. IPLocate provides current IP geolocation context, which can be approximate and should be treated accordingly.
How does the workflow get location information?
Your intake process should include IPLocate results in the bigin data or otherwise make them available for the review.
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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