Catch campaign follow-ups that need a decision
Have Notis review available Close activity alongside campaign context and put unresolved next steps where the team will see them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Activities
Lists one page of email or call activities.
Why this helps
A team can miss the next move when call and email activity is spread across records and campaign context.
- Review documented email and call activity in the sales context.
- Create a task only when the follow-up criteria are supported by available information.
- Surface uncertainty instead of claiming a message was ignored or unanswered without evidence.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Close once in the Notis portal.
- 2Create an automation and describe the campaign follow-up conditions to review.
- 3Tell Notis to inspect available Close email or call activity and create a Close task for supported unresolved cases.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real lead whose campaign and Close activity can be reviewed.
Questions about this workflow
Can the workflow see every activity in Close?
The listed action returns one page of email or call activities using documented filters. Keep the review within available results and filters.
Can it tell whether a prospect replied?
Only when the available activity and campaign data support that conclusion. Specify how to handle missing history or ambiguous outcomes.
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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