Keep privacy signals visible during lead review
Make a relevant privacy indicator easy to notice without letting it disappear into a separate lookup screen.
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
A privacy signal can be missed when the person reviewing a lead has to open another tool to find it.
- Surface selected privacy context on the relevant record.
- Keep review decisions close to the sales workflow.
- Avoid repeating separate lookups just to find a signal.
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 flag relevant privacy signals.
- 3Give Notis one plain-language instruction describing the webhook signal, the matching bigin record, and when to add the review tag.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one representative payload and confirm the record is tagged appropriately.
Questions about this workflow
Does a privacy signal prove who submitted a form?
No. Treat it as context for review, not proof of identity.
What does this action change?
It adds a tag to the specified bigin record when the prompt's conditions are met.
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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