Open the lead record while reviewing its payment
Bring the detailed lead record into a payment review so you can decide what deserves attention next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
View Lead
Tool to retrieve a lead by its ID. Use when you have the lead ID and need its detailed information.
Why this helps
A payment reference does not show the whole conversation, and finding the correct sales record can take time.
- Review lead details alongside payment context.
- Reduce time spent searching for the relevant record.
- Make the next-step decision with more of the conversation visible.
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 the specified PersistIQ lead and show it with the Wise payment context available for your review.
- 4Choose a recurring schedule or an incoming webhook trigger and a channel for run reports.
- 5Test with one known lead reference and confirm the details are for the right person.
Questions about this workflow
Does this workflow update the lead?
No. It retrieves a lead by its ID for review.
What information is required?
The workflow needs the lead ID or a reliable reference it can use to identify that ID.
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.
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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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