Turn campaign replies into Close follow-up tasks
Give every reply that deserves a response a clear next step in Close, with the message context close at hand.
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
Replies can disappear in a busy inbox when the next action is not captured where sales work happens.
- Capture a next step without manually switching from campaign tools to Close.
- Keep the task tied to a lead when the webhook includes enough information to identify it.
- Summarize the reply so the owner can resume without rereading the whole thread.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Close once in the Notis portal.
- 2Create an automation and describe which replies need a human follow-up.
- 3Tell Notis to find the matching Close lead and create a short task with the reply context and a suitable due date when provided.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real reply that needs follow-up.
Questions about this workflow
Can the workflow invent a due date?
No. Give Notis a due-date rule in your instruction or include a date in the webhook. If no date is supplied, ask Notis to leave it unspecified or report the missing detail.
What if a matching Close lead cannot be identified?
Tell Notis to report the unmatched reply for review instead of creating a task on an uncertain lead.
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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