Keep referral source context close to subscribers
Record a referral once in Mem0 and let Notis add the matching source tag to the subscriber in Kit.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Tag Subscriber by Email
Tool to associate a subscriber with a tag using an email address. use when you have a tag id and subscriber email ready. use after confirming both resources exist.
Why this helps
Referral origins are easily forgotten when prospect context is copied manually between systems.
- Retain referral context on the subscriber record.
- Reduce manual attribution work after an introduction.
- Make partner-sourced contacts easier to review.
Setup
Build it in a few focused steps.
- 1Connect Mem0 and Kit to Notis once in the portal.
- 2Create an automation in Automations or ask Notis in plain language.
- 3Prompt Notis to apply the existing Kit referral-source tag that matches a Mem0 note when it includes the contact's email.
- 4Select an incoming webhook trigger and choose a channel for run reports.
- 5Test with one real referral note and confirm the source tag appears on the right subscriber.
Questions about this workflow
Can this create a tag for a new partner?
This workflow applies an existing tag. Create the relevant tag in Kit before using it.
What if the note doesn't include an email?
Instruct Notis to skip the tagging action and report that the note needs a subscriber email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mem0 to Kit. A trigger fires from one place; an action lands in another.
Mem0 triggers
Kit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Subscriber to Form
Tool to add a subscriber to a specific form by id. use after confirming form and subscriber ids.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Custom Field
Tool to create a new custom field for subscriber data. use when you need to store extra attributes for subscribers.
Create Tag
Tool to create a new tag in the account. use when you need a custom label to segment subscribers. use after confirming tag uniqueness to avoid duplicates. example: "create a tag called 'vip' for premium customers."
Create Webhook
Tool to create a new webhook subscription. use when you need subscriber or purchase event notifications.
Delete Broadcast
Tool to delete a specific broadcast. use when you need to permanently remove a broadcast by id (after confirming the id). example prompt: "delete broadcast with id 123"
Delete Custom Field
Tool to delete a specific custom field. use after confirming the custom field id is correct. deletes the field permanently.
Delete Subscriber
Tool to delete (unsubscribe) a subscriber by id. use when you need to remove a subscriber from all sequences and forms after confirming the subscriber exists.
Delete Tag
Tool to delete a tag by id. use when you need to remove obsolete or incorrect tags after confirming the tag exists.
Connect any two apps with Notis in the middle.
Mem0 and Kit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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