Plan outreach with a clear view of cash and leads
Get the current balance context and a PersistIQ lead list together on a schedule, so you can review campaign priorities with fewer open tabs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Leads
Tool to list leads from PersistIQ. Use when you need to fetch a paginated list of leads, optionally filtering by status or updated_after.
Why this helps
Deciding what outreach to prioritize can become scattered when cash context and lead status live in separate tools.
- Bring financial context into a regular outreach review.
- See leads without manually gathering a list first.
- Make campaign decisions with less context switching.
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 review the Wise balance context and retrieve PersistIQ leads for your scheduled planning check.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one scheduled run and check that the returned lead list is useful.
Questions about this workflow
Does this workflow automatically change leads?
No. It lists leads for review and uses the recurring trigger to bring the information together.
Where does the balance information come from?
Notis can use Wise account information available through the connected integration or information supplied to the workflow. Wise does not provide a trigger event for this package.
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.
Add Lead To Campaign
Tool to add a lead to a specified campaign. Use when you have lead details and a campaign ID to enroll the lead into the campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Campaign
Tool to create a new campaign in PersistIQ. Use when you need to set up a new outreach campaign with a specific owner.
Create Do Not Contact Domain
Tool to create a Do Not Contact domain. Use when you need to block emails from being sent to addresses at a specific domain without manual approval.
Create Leads
Tool to bulk create up to 10 leads. Use when you have multiple new contacts and need optional duplicate-handling.
List Campaigns
Tool to list campaigns. Use when you need to fetch multiple campaigns with optional filters and pagination after setting up your filter criteria.
List Do Not Contact Domains
Tool to list Do Not Contact domains. Use when you need to retrieve all domains marked as DNC.
List Events
Tool to retrieve a list of PersistIQ events. Use when you need to fetch events filtered by group, campaign, lead, user, or time range.
List Lead Fields
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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