Make company context easy to spot
A small tag can make organization details easier to scan when you are deciding which conversation to prepare for next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Useful organization matches can be hard to spot when every new inquiry looks the same in a long lead list.
- Make selected organization matches easier to scan.
- Keep the cue on the matching bigin record.
- Spend less time reopening lookup results.
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 tag organization matches.
- 3Write one plain-language instruction describing which organization results from the webhook should add a tag to the matching bigin record.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one example that includes an organization match and check the tag.
Questions about this workflow
Does the workflow decide whether a company is a good prospect?
No. It can surface a match for your review; you decide how to prioritize it.
What must be ready in bigin?
Use a tag that is already available for the appropriate module.
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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