Prepare a customer update while the details are fresh
When a threat finding may matter to a customer, have Notis prepare a Close email draft with the relevant context for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email
Why this helps
Writing a careful customer update takes time, and teams can lose momentum while gathering report details across tools.
- Keep customer communication attached to the sales record.
- Start from verified report details instead of rewriting them by hand.
- Review the message before anything is sent.
Setup
Build it in a few focused steps.
- 1Connect Abuselpdb and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to identify a matching Close lead, draft a concise customer update from the webhook details, and save it as an unsent email activity.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real example and review the draft for accuracy before using it.
Questions about this workflow
Will this send an email to the customer?
The setup instruction specifies draft mode, which creates an unsent activity. Scheduled and outbox modes can send externally, so do not select those for this workflow.
What if there is no matching lead?
Ask Notis in the instruction to skip creating an email activity and report that no matching lead was found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abuselpdb to Close. A trigger fires from one place; an action lands in another.
Abuselpdb 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
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Abuselpdb and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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