Pause campaign outreach after a refund
A refund can make an active campaign message feel out of step. Use a reviewed signal to remove the relevant lead from that campaign.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Remove Lead From Campaign
Tool to remove a lead from a specified campaign. Use when you need to detach a lead from an existing campaign after confirming both IDs.
Why this helps
When a refund is handled in Wise, an outdated campaign can keep moving unless someone remembers to pause the matching contact.
- Tie campaign removal to an explicit refund review.
- Reduce the chance of insensitive follow-up during a refund process.
- Avoid searching through campaign records manually.
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, identify the approved refund signal and tell Notis to remove the matching lead from the specified PersistIQ campaign.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one reviewed case and confirm the correct lead is removed from the intended campaign.
Questions about this workflow
Does the workflow delete the lead?
No. It removes the lead from a specified campaign.
Can a refund automatically identify the right campaign?
The workflow needs enough information from the webhook and instruction to identify the lead and campaign.
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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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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