Check available lead fields before adding a contact
Understand the fields your PersistIQ workspace supports before a vetted finance contact becomes a lead.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Lead Fields
Tool to list all lead fields for your company. Use when you need to retrieve available custom lead fields.
Why this helps
Contact imports can turn into a cleanup task when you do not know which custom lead details PersistIQ can accept.
- See supported custom fields before preparing an import.
- Reduce avoidable cleanup after lead creation.
- Keep a contact review tied to its incoming signal.
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 retrieve PersistIQ lead fields when the webhook supplies a Wise-related contact for review.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one contact review and confirm the available fields answer your question.
Questions about this workflow
Does this workflow create a lead?
No. It retrieves the available lead fields for review.
Why use a webhook?
A trusted external process can send the contact review request to Notis when it is ready.
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.
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Tool to create a new campaign in PersistIQ. Use when you need to set up a new outreach campaign with a specific owner.
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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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