Close the month with a clear view of older leads
Bring aging lead records into your month-end routine, while you already have Wise account activity in view.
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
Stale leads can sit unnoticed because checking for them competes with finance close and other end-of-month work.
- Surface older leads in a regular close routine.
- Make follow-up cleanup easier to start.
- Use one review window for account and outreach context.
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 list PersistIQ leads older than your chosen cutoff and present the available Wise month-end context.
- 4Choose a monthly recurring schedule and a channel for run reports.
- 5Test with one run and confirm the cutoff surfaces the records you intend to review.
Questions about this workflow
Does this workflow update stale leads?
No. It retrieves a lead list for review; you decide which records need an update.
Can PersistIQ filter by update date?
The supplied List Leads action supports an updated_after filter, which can help retrieve leads based on their update date.
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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