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Notis

Make Validated Email Follow-Up Easy to Track

A validated address can immediately become a concrete follow-up task in Close, so the next step is visible.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Task

Creates a task to track a to-do item.

Why this helps

Even after an email is checked, the follow-up can be forgotten if it stays in an intake message.

  • Turn a valid email result into a trackable next step.
  • Skip task creation when the email fails your rule.
  • Reduce handoffs from intake to CRM.

Setup

Build it in a few focused steps.

  • 1Connect Abstract and Close once in the Notis portal.
  • 2Create an automation by telling Notis to validate the submitted email and create a Close task when it qualifies.
  • 3Pick a webhook trigger and give its URL to the intake source.
  • 4Choose where run reports go, then test with one real example.

Questions about this workflow

Does this create a task tied to a lead?

The task can be associated with a lead. Include an available lead reference in the request or specify how Notis should obtain it.

Can I set a due date?

Include a due date or a clear timing rule in the request and the automation instruction.

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.

TriggerScheduled

Create SMS Message

Creates an SMS activity to log a sent, received, or draft message.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Call

Creates a record of an inbound or outbound call.

ActionInstant

Create Email

ActionInstant

Create Lead

Creates a new lead in the sales pipeline.

ActionInstant

Create Task

Creates a task to track a to-do item.

ActionInstant

Delete Call

Deletes a call record; this action cannot be undone.

ActionInstant

Get Notes

Retrieves recorded notes.

ActionInstant

Get Contact

ActionInstant

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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