Connect Boldsign and Nocrm io to power automations.

Trigger from one app, act on another, with a thinking brain in the middle. Build it in plain English. Approve from your phone.

When this happens · Trigger

Do this · Action

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Supported Triggers and Actions

Notis builds workflows that link Boldsign to Nocrm io. A trigger fires from one place; an action lands in another.

Boldsign triggers

Nocrm io actions

No triggers available yet

Add a tag to a lead

Tool to add a tag to a lead. use when you need to assign one or more tags to a specified lead via nocrm.io.

ActionInstant

Append to lead's description

Tool to append text to the lead's description. use when you need to add context incrementally without overwriting. example: append 'left voicemail' to lead 1234.

ActionInstant

Assign Lead to User

Tool to assign a lead to a user. use when reassigning a lead to the correct owner to trigger assignment notification.

ActionInstant

Change Lead Status to Cancelled

Tool to change a lead's status to 'cancelled'. use after confirming no further follow-up is needed and the lead should be marked as cancelled.

ActionInstant

Change lead status standby

Tool to change a lead's status to 'standby'. use when scheduling follow-up after determining the next contact should occur in a set number of days.

ActionInstant

Create Lead

Tool to create a new lead. use when adding a fresh prospect to your pipeline via nocrm.io. example: create a lead titled 'acme corp' assigned to a user.

ActionInstant

Delete Lead

Tool to delete a lead. use when you need to permanently remove a specific lead after verifying it is no longer needed.

ActionInstant

Duplicate Lead

Tool to duplicate a lead. use when cloning an existing lead into a new step without overwriting original.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.