Route ActiveTrail campaign responses into Close tasks
Turn a response alert into a clear, contextual next step for the person handling the lead.
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
A useful reply or response alert can get buried in campaign tools before anyone records the follow-up in the CRM.
- Capture response context supplied with the webhook request.
- Create an actionable Close task for a matching lead.
- Keep response handling visible in the sales workflow.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for response routing.
- 3Describe how to use the lead reference and response details in the request to create a Close task.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real response example and check the created task in Close.
Questions about this workflow
Does this detect replies inside ActiveTrail by itself?
No ActiveTrail trigger event is available here. An external system must post the confirmed response details to the Notis webhook.
What if the request does not identify a Close lead?
Specify that Notis should skip task creation and explain the missing lead reference in its run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Close. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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