Keep a sales opportunity from getting lost in support
Handle the customer issue and still preserve a separate business opportunity for later research.
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
Support work takes focus, leaving little room to switch into lead research while resolving a customer's immediate issue.
- Separate a B2B opportunity from the support request.
- Save the business contact and context for a later work block.
- Avoid relying on a memory reminder after resolving the issue.
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 a Kapso support conversation contains a distinct business opportunity.
- 3Choose an incoming webhook trigger and have the Kapso workflow send that opportunity context to Notis.
- 4Choose a channel for run reports and test with one real support conversation.
Questions about this workflow
Will every support issue become a lead?
No. Describe the separate business opportunity signal in the prompt and configure Kapso to send matching conversations.
Does this replace the support process?
No. It records a separate opportunity in Tomba while the support conversation continues in Kapso.
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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