Keep lead follow-up status aligned with new signals
A fresh public signal can change how you want to follow up. Let Notis update the Instantly interest status so the decision stays attached to the lead.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Lead Interest Status
Tool to update a lead's interest status. Use when you need to set or reset a lead’s interest status for follow-up actions.
Why this helps
When lead status lives in a separate place from new research, the next follow-up can rely on stale assumptions.
- Reflect new research in the lead's follow-up status.
- Reduce mental bookkeeping around changing prospect context.
- Keep next outreach decisions closer to the record.
Setup
Build it in a few focused steps.
- 1Connect Skyvern and Instantly to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to update lead interest after a relevant browser finding.
- 3Write one plain-language prompt describing the signal, matching lead, and status change Notis should apply.
- 4Pick an incoming webhook trigger and a channel for run reports.
- 5Test with one real prospect signal and confirm the matching Instantly lead status changes as intended.
Questions about this workflow
Can this change the interest status for an existing lead?
Yes. The action updates an existing lead's interest status; the prompt should describe the matching record and intended status.
Should every browser finding change interest?
No. Specify the meaningful signals that should result in a status update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Skyvern to Instantly. A trigger fires from one place; an action lands in another.
Skyvern triggers
Instantly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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