Track new referral channels in Tave
When the data confirms a referral channel worth tracking, add it to Tave so future leads have a consistent origin.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead Source
Tool to create a lead source in Tave. Use when you need to track where leads originate from, such as social media, referrals, or websites.
Why this helps
A promising source can become difficult to measure when lead origins are entered inconsistently or the source option is missing.
- Makes validated channels available for consistent lead tracking
- Improves visibility into where inquiries begin
- Avoids a manual setup delay after an analysis
Setup
Build it in a few focused steps.
- 1Connect Snowflake and Tave to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to add validated referral channels to Tave.
- 3Use one prompt to explain when a channel qualifies and how the lead source should be named.
- 4Pick an incoming webhook trigger and reporting channel, then test with one real validated referral source.
Questions about this workflow
Can this create a lead source for any new channel?
Set your own validation threshold in Snowflake and describe it in the Notis prompt.
Why create the source in Tave?
A Tave lead source gives future inquiries a consistent way to record where they originated.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Snowflake to Tave. A trigger fires from one place; an action lands in another.
Snowflake triggers
Tave actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Snowflake and Tave, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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