Give campaign leads a clear review step
Let a scheduled check surface leads that need a decision and put one practical next step in Close.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Campaign leads can sit untouched because nobody has a clear, manageable reminder to review them.
- Create tasks only for leads that meet the review rule you provide.
- Keep the next action visible in Close.
- Avoid assuming a lead is stale unless the connected data supports that conclusion.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Close once in the Notis portal.
- 2Create an automation and describe which campaign leads should be reviewed and what qualifies as needing attention.
- 3Tell Notis to create a concise Close task for each matching lead, using a due date only when your instruction supplies a rule.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real matching lead and review the task before enabling the regular cadence.
Questions about this workflow
How does Notis know a lead is stale?
State a rule based on available campaign data, or supply the review list. If the required history or baseline is unavailable, provide it or have Notis report the gap.
Can this schedule vary by audience?
Use a schedule that fits your review routine. The value comes from the review criteria and next step, not from creating cadence-only variants.
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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