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Notis

Turn podcast guest discoveries into ready-to-research leads

Save a promising podcast guest to Nocrm.io while the episode and your reason for reaching out are still fresh.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Lead

Tool to create a new lead. use when adding a fresh prospect to your pipeline via nocrm.io. example: create a lead titled 'acme corp' assigned to a user.

Why this helps

A strong guest prospect can disappear under the next batch of tabs and tasks before you create a lead.

  • Keep guest prospects in the same pipeline as other opportunities.
  • Preserve the Listennotes episode as useful context for later outreach.
  • Avoid re-finding a guest after switching to another task.

Setup

Build it in a few focused steps.

  • 1Connect Listennotes and Nocrm.io to Notis once in the portal.
  • 2Create an automation in the portal, or ask Notis conversationally to capture podcast guest prospects as Nocrm.io leads.
  • 3Use one plain-language instruction to describe the guest details and episode context to include in each new lead.
  • 4Select an incoming webhook trigger and choose where Notis should report runs.
  • 5Send one real guest prospect through the webhook and check the resulting lead.

Questions about this workflow

What should send the webhook?

A custom backend or connected tool can send Notis a request when you decide a Listennotes guest is worth pursuing.

Does this workflow contact the guest?

No. It creates a lead for your review and follow-up in Nocrm.io.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Listennotes to Nocrm io. A trigger fires from one place; an action lands in another.

Listennotes triggers

Nocrm io actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add a tag to a lead

Tool to add a tag to a lead. use when you need to assign one or more tags to a specified lead via nocrm.io.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Append to lead's description

Tool to append text to the lead's description. use when you need to add context incrementally without overwriting. example: append 'left voicemail' to lead 1234.

ActionInstant

Assign Lead to User

Tool to assign a lead to a user. use when reassigning a lead to the correct owner to trigger assignment notification.

ActionInstant

Change Lead Status to Cancelled

Tool to change a lead's status to 'cancelled'. use after confirming no further follow-up is needed and the lead should be marked as cancelled.

ActionInstant

Change lead status standby

Tool to change a lead's status to 'standby'. use when scheduling follow-up after determining the next contact should occur in a set number of days.

ActionInstant

Create Lead

Tool to create a new lead. use when adding a fresh prospect to your pipeline via nocrm.io. example: create a lead titled 'acme corp' assigned to a user.

ActionInstant

Delete Lead

Tool to delete a lead. use when you need to permanently remove a specific lead after verifying it is no longer needed.

ActionInstant

Duplicate Lead

Tool to duplicate a lead. use when cloning an existing lead into a new step without overwriting original.

ActionInstant

Connect any two apps with Notis in the middle.

Listennotes and Nocrm io, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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