Prepare relationship reviews with fresh context
Bring useful new Listennotes discoveries into lead records before your quarterly review, without gathering every note from scratch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
A review meeting is harder to prepare for when new research is spread across listening history and pipeline records.
- Gather relevant updates close to each relationship record.
- Reduce last-minute research before a review.
- Keep the review focused on what changed and what to do next.
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 to append relevant Listennotes updates before a quarterly relationship review.
- 3Explain which relationships and updates to include in one plain-language instruction.
- 4Select a quarterly recurring schedule and choose where run reports should appear.
- 5Review one real lead update and confirm it adds useful context without replacing prior notes.
Questions about this workflow
Can the schedule be set for a quarterly review?
Choose a recurring schedule that matches your review cadence when creating the automation.
Will it update all leads?
Describe the specific matching relationships and useful research to include in the instruction.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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.
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.
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.
Delete Lead
Tool to delete a lead. use when you need to permanently remove a specific lead after verifying it is no longer needed.
Duplicate Lead
Tool to duplicate a lead. use when cloning an existing lead into a new step without overwriting original.
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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