Clear the next step for podcast leads that can wait
A recurring review can move leads you have decided to revisit later into standby, making today's priorities easier to see.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Leads without an immediate next step can keep resurfacing as mental clutter even when you have already decided to wait.
- Reflect a deliberate pause in the lead status.
- Reduce the mental load of reconsidering leads that can wait.
- Keep attention on opportunities ready for action.
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 review podcast leads that are waiting for a later contact.
- 3Use one instruction to describe which leads qualify for standby and how to recognize a confirmed delay.
- 4Select a recurring schedule and the channel for run reports.
- 5Test with one real lead you have already decided to revisit later.
Questions about this workflow
Should this mark every lead with no recent activity as standby?
Only describe leads for which you have determined the next contact should occur after a set number of days.
Does the automation choose when to contact them again?
It changes the lead status to standby; choose the schedule and follow-up timing in your process.
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.
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Change Lead Status to Cancelled
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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.
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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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