Keep the lead record current after settlement
When a transfer is settled, update the related lead context so future follow-up starts from what has actually happened.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Lead
Tool to update a lead's information. Use when you need to modify fields (status, tags, or custom attributes) of an existing lead. Call after confirming the lead_id.
Why this helps
A settlement detail recorded in a finance tool can be missing from the sales record when someone picks up the conversation later.
- Keep sales records aligned with a confirmed milestone.
- Make handoffs easier with current lead context.
- Reduce repeated checks across finance and outreach tools.
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 settlement confirmation from the webhook should update the matching lead and what context to preserve.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one confirmed settlement example and review the resulting lead.
Questions about this workflow
Does this automatically confirm a Wise transfer?
The workflow acts on the information supplied to its webhook. Use a trusted process to send the confirmation signal.
What can the PersistIQ action update?
The action can modify lead information, including status, tags, or custom attributes.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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