Convert intake documents into Close leads
Move useful company and contact details from an intake document into a new Close lead, with Notis checking what is present first.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead in the sales pipeline.
Why this helps
Re-entering details from generated or merged documents takes time and can leave a promising inquiry outside the sales pipeline.
- Reduce repeated typing from intake paperwork
- Create a lead only when the document has useful identifying details
- Keep the source document context with the new sales record
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for intake processing.
- 3Tell Notis to extract company and contact details from the webhook context and create a Close lead when required information is available.
- 4Pick the webhook trigger and arrange for the intake workflow or backend to send a request when processing is complete.
- 5Choose where run reports go, then test with one real intake document.
Questions about this workflow
Will it create a lead for every document?
The instruction can ask Notis to create a lead only when the document contains enough usable company or contact information, and report incomplete cases.
Does this detect duplicate leads?
Notis can be instructed to check returned Close data before creating a lead. The workflow should report uncertain matches for review rather than assume they are duplicates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Close. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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