Bring campaign findings into a Close review draft
Make campaign results easier to discuss by placing a concise, reviewable summary in Close.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email
Why this helps
Campaign results often live in a separate dashboard, making it harder to bring useful findings into the team's follow-up routine.
- Summarize available campaign metrics in one reviewable draft.
- Keep campaign findings close to existing sales activities.
- Avoid manually assembling a recurring summary.
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 campaign review.
- 3Describe which campaign results to summarize and who the Close draft should be associated with.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real campaign and verify the draft contains only available results.
Questions about this workflow
Can the summary include comparisons over time?
Only if the relevant historical results are available or you provide a comparison baseline in the instruction.
Is the draft automatically delivered?
No. Ask for draft mode so the Close email activity remains unsent for review.
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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