Refresh company context on existing leads
Keep a lead's useful company context current without creating another record every time new intelligence arrives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Records
Tool to update existing records in a module. use when you need to modify one or multiple records after confirming their ids and field api names. supports up to 100 records per call; specify an optional trigger to control workflow execution.
Why this helps
Repeated submissions can leave conflicting copies and make it unclear which company details to trust.
- Update existing records with refreshed context.
- Reduce duplicate records from repeat lookups.
- Make pipeline details easier to trust.
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 refresh company details.
- 3Write one plain-language instruction telling Notis how to identify the matching bigin record and update it with available organization and network details from the webhook.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one known record and confirm the intended details were refreshed.
Questions about this workflow
Can this update any field in bigin?
The action updates records using supported module fields. Describe the intended changes clearly in the prompt.
What if the company result is unavailable?
Tell Notis to update only when the webhook supplies useful new organization details.
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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