Create Close leads from Adtraction partner referrals
Bring partner opportunities into Close with enough context to start a useful conversation.
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
Partner referrals can get buried between affiliate reporting and sales follow-up.
- Reduce manual copying between partner and sales workflows.
- Keep referral context alongside the lead record.
- Give the sales team a clear starting point for outreach.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Close in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Close lead from the partner details and context provided in the webhook request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real partner referral request.
Questions about this workflow
Does Adtraction trigger this automatically?
Adtraction has no listed trigger event here. A webhook request to Notis starts the automation, and your process must send the referral details in that request.
Will Notis invent missing partner details?
No. It can use the information supplied in the request, but missing details must be provided before or with the webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Close. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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