Capture approved introductions while they are fresh
Turn a vetted introduction into a lead record while the context is still easy to remember.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Leads
Tool to bulk create up to 10 leads. Use when you have multiple new contacts and need optional duplicate-handling.
Why this helps
Introductions can disappear into transaction notes and inboxes before they become actionable sales records.
- Capture a vetted introduction with less retyping.
- Create several leads in one small batch.
- Preserve momentum while the context is fresh.
Setup
Build it in a few focused steps.
- 1Connect Wise and PersistIQ to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3In one plain-language instruction, ask Notis to create PersistIQ leads from approved introductions supplied to the webhook, using duplicate handling where appropriate.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one real approved introduction and inspect the created record.
Questions about this workflow
Should payment recipients be added automatically?
No. Only create leads for introductions that have been vetted as genuine business prospects.
Can I send multiple introductions together?
Yes. The supplied PersistIQ action supports up to ten leads in a bulk create.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Wise to Persistiq. A trigger fires from one place; an action lands in another.
Wise triggers
Persistiq 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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Tool to bulk create up to 10 leads. Use when you have multiple new contacts and need optional duplicate-handling.
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Tool to retrieve a list of PersistIQ events. Use when you need to fetch events filtered by group, campaign, lead, user, or time range.
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Tool to list all lead fields for your company. Use when you need to retrieve available custom lead fields.
Connect any two apps with Notis in the middle.
Wise and Persistiq, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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