Keep referred contacts connected to their context
A warm introduction deserves more than a name in a chat thread. Carry the referral details into Tomba for thoughtful follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Tool to add a new lead. use when you have lead details and need to save them to tomba.
Why this helps
Referral details and who made the introduction can be forgotten when they stay only in a conversation transcript.
- Retain the reason and source of a referral when provided.
- Make warm follow-up easier to pick up later.
- Avoid hunting through old chats for the introduction.
Setup
Build it in a few focused steps.
- 1Connect Kapso and Tomba to Notis once in the portal.
- 2Create an automation or tell Notis to create a Tomba lead when Kapso sends a business referral, preserving the referral context available in the request.
- 3Choose an incoming webhook trigger and have the relevant Kapso workflow send referral details to Notis.
- 4Choose where run reports should appear and test with one real referral.
Questions about this workflow
Can the referrer be included?
Ask Notis in the prompt to include referrer information when it is present in the Kapso request.
Will this send a message to the referred person?
No. This workflow creates a Tomba lead for later research and follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Kapso to Tomba. A trigger fires from one place; an action lands in another.
Kapso triggers
Tomba actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Kapso and Tomba, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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