Keep agreement follow-up calls with the lead
Capture the call that follows a signature in Close, alongside the agreement context and outcome.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Call
Creates a record of an inbound or outbound call.
Why this helps
Customer conversations after signing can disappear into personal notes, leaving the lead history incomplete.
- Keep post-signature conversation history with the lead
- Capture a concise outcome while context is fresh
- Make handoffs easier when another teammate reviews the account
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 post-signature call logging.
- 3Tell Notis to create a call record only when call details and the matching lead are supplied, including the outcome in the note.
- 4Pick the webhook trigger and send it from the workflow or backend after the call details are available.
- 5Choose where run reports go, then test with one real call and signed agreement.
Questions about this workflow
Does signing itself mean a call happened?
No. A signature does not establish that a call took place. Send the webhook only when call details are available, and have Notis avoid creating a call record without them.
Which call details can be included?
The Close action supports details such as lead, direction, contact, phone, duration, note, recording URL, and user ID when available.
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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