Prepare proposal follow-up drafts in Close
Get a review-ready email draft beside the lead when a proposal is ready, without sending it automatically.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email
Why this helps
Writing the same proposal follow-up from scratch adds friction and makes timely replies harder to maintain.
- Prepare a relevant follow-up using proposal context
- Keep the draft activity with the matching Close lead
- Leave the message unsent for human review
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 proposal follow-up drafts.
- 3Tell Notis to find the matching lead and create an unsent email activity that summarizes the proposal and invites a clear next step.
- 4Pick the webhook trigger and send it when the proposal is ready for follow-up.
- 5Choose where run reports go, then test with one real proposal.
Questions about this workflow
Will the email be sent?
The instruction should explicitly request draft mode. Close also has send-capable modes, so review the automation instruction and test result to confirm the activity is unsent.
Can the draft include proposal details?
Yes. The webhook context needs to include or identify the relevant proposal details, and the instruction can ask Notis to use those details in the draft.
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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