Prepare personal re-engagement drafts in Close
Give quiet contacts a thoughtful next step without starting each message from a blank page.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email
Why this helps
A long inactive segment makes it hard to decide who deserves a personal check-in and what to say.
- Focus review on a contact segment you specify.
- Prepare drafts for human review before any message is sent.
- Include relevant campaign or contact context in each draft when available.
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 the re-engagement workflow.
- 3Describe the contact segment to review and ask Notis to prepare unsent Close email drafts for matching leads.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real contact and verify the email is saved as a draft.
Questions about this workflow
Will this send the email?
The workflow should use draft mode, which creates an unsent Close email activity for review.
How does Notis know which contacts are quiet?
Specify a time window or segment in the instruction. If ActiveTrail does not provide the history needed to apply that rule, provide the segment or criteria explicitly.
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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