Turn relevant Wise recipient details into leads
When a recipient is also a genuine business prospect, let Notis create the lead record from supplied details instead of retyping contact information.
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
Relevant business contacts can get lost when their details are recorded in Wise but never make it into the sales workspace.
- Reduce manual re-entry for suitable business contacts.
- Handle small batches of new lead details together.
- Use duplicate handling when creating records.
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, tell Notis to create PersistIQ leads only for recipient details supplied by your trusted process that represent real prospects.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one real, appropriate recipient example and review the created lead.
Questions about this workflow
Should every Wise recipient become a lead?
No. Use the instruction to limit creation to relevant business prospects. A payment recipient is not automatically a sales prospect.
How many leads can this PersistIQ action create at once?
The supplied action supports bulk creation of up to ten leads.
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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