Make the first email relevant to the prospect's role
Use verified role and company context to make a draft feel specific without making unsupported claims.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email
Why this helps
Generic outreach takes little thought but gives prospects little reason to respond.
- Use role and company details provided in the request.
- Create a draft for review instead of sending automatically.
- Avoid unsupported assumptions about the prospect's needs.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis how to use supplied role and company context in an unsent draft.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one prospect whose role and company details are verified.
Questions about this workflow
Does the workflow discover a prospect's role?
No. Supply the role information in the webhook request; the listed actions do not search Aeroleads.
Can it make claims about the prospect's business?
Instruct it to use only supplied, verified facts and leave out claims that are not supported.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Close. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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