Prepare a Close email draft from campaign context
Bring the campaign story into a reviewable Close draft so the next personal message is easier to write.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email
Why this helps
Sales owners often have to reconstruct campaign context before they can write a useful follow-up.
- Save the owner from collecting context across tools before drafting.
- Keep the email unsent for human review.
- Use campaign details supplied or available to the connected account, without inventing claims.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Close once in the Notis portal.
- 2Create an automation and describe the kind of campaign context to include in a draft.
- 3Tell Notis to find the relevant Close lead and create an unsent email activity for review, noting missing context instead of guessing.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real campaign handoff and confirm the result is an unsent draft.
Questions about this workflow
Will this send the email?
The instruction is to create an unsent draft. The Close event also supports send-capable modes, so specify draft mode in the automation instruction.
Can Notis write details that are not in the campaign?
It should use information supplied in the event or available from the connected account and flag gaps rather than make up facts.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.