Keep approved SMS activity visible in Close
When an approved campaign process sends or receives an SMS, keep its details with the Close sales record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Why this helps
SMS history can be hard for the team to find when campaign conversations and sales records are separate.
- Keep SMS content and phone details available with sales activity.
- Use the action to log a sent or received message as appropriate.
- Rely on the supplied approved message instead of composing new outreach.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Close once in the Notis portal.
- 2Create an automation and describe which approved SMS events should be recorded.
- 3Tell Notis to match the relevant lead and create a Close SMS activity with the supplied message and phone details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved SMS event and verify the activity details.
Questions about this workflow
Will this action send an SMS?
The Close action can send an immediate SMS or log a received message. Specify the intended behavior clearly; use logging when the event represents an existing message.
Can Notis compose promotional SMS copy?
This workflow is for recording a supplied, approved message. Provide the exact text in the event or your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Close. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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