Turn a Validated Phone Request into a Close Lead
Send a phone number and company details to Notis, then create a Close lead after Abstract checks the number.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead in the sales pipeline.
Why this helps
Manually verifying and entering a phone based prospect turns a quick intake into several small tasks.
- Verify before creating a lead record.
- Capture the company details supplied with the request.
- Keep the process consistent across intake.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Close once in the Notis portal.
- 2Create an automation by telling Notis to verify the submitted phone number and create a Close lead when it meets your criteria.
- 3Pick a webhook trigger and provide its URL to the intake source.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
What lead information should I provide?
Include the company name and any available description, website, contact details, or address required for the lead.
Can a lead be created without a verified number?
Specify the condition in the prompt. For example, create the lead only when Abstract returns a qualifying result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Close. A trigger fires from one place; an action lands in another.
Abstract triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Connect any two apps with Notis in the middle.
Abstract and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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