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Notis

Create Close leads from verified Addressfinder details

Check a prospect's contact details before they become another record to clean up in Close.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Lead

Creates a new lead in the sales pipeline.

Why this helps

Unverified addresses and contact details create CRM records that need fixing before anyone can follow up.

  • Create a Close lead from submitted company and contact details.
  • Use Addressfinder verification to catch incomplete or invalid contact data.
  • Keep the review and record creation in one prompt-based workflow.

Setup

Build it in a few focused steps.

  • 1Connect Addressfinder and Close once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3In one instruction, ask Notis to verify the submitted address and contact details with Addressfinder, then create a Close lead with the verified details and flag anything uncertain for review.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real prospect submission sent to the webhook.

Questions about this workflow

Does Addressfinder start this workflow directly?

No. Addressfinder has no listed trigger events. An HTTP request to the Notis webhook starts this workflow, and Notis can then use Addressfinder to verify the submitted data.

What happens when a detail cannot be verified?

Tell Notis in the instruction to flag uncertain details for review instead of treating them as verified.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Addressfinder to Close. A trigger fires from one place; an action lands in another.

Addressfinder triggers

Close actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create SMS Message

Creates an SMS activity to log a sent, received, or draft message.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Call

Creates a record of an inbound or outbound call.

ActionInstant

Create Email

ActionInstant

Create Lead

Creates a new lead in the sales pipeline.

ActionInstant

Create Task

Creates a task to track a to-do item.

ActionInstant

Delete Call

Deletes a call record; this action cannot be undone.

ActionInstant

Get Notes

Retrieves recorded notes.

ActionInstant

Get Contact

Retrieves a contact by ID.

ActionInstant

Connect any two apps with Notis in the middle.

Addressfinder and Close, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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