Keep renewal outreach moving after retainer confirmation
When a retainer milestone is confirmed, put the renewal conversation into the campaign you have already prepared.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A renewal can get delayed when confirmation arrives in Wise but no one remembers to start the planned follow-up.
- Connect a confirmed milestone to planned renewal outreach.
- Make follow-up easier to start on time.
- Keep enrollment tied to a specific campaign.
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 which confirmed retainer signal should enroll the supplied renewal prospect in the specified PersistIQ campaign.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one confirmed renewal example and check the intended enrollment.
Questions about this workflow
Does PersistIQ create a renewal campaign?
No. This action enrolls a supplied lead in a specified existing campaign.
Can the workflow run directly from Wise?
Wise has no integration trigger event here. An external process must send the confirmed signal to a Notis webhook.
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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