Check uncertain prospect details before outreach
Give questionable details an owner and a next step before they reach an email or call.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Unverified contact details can undermine outreach, but manual checks are easy to forget.
- Apply validation criteria you specify in plain language.
- Create a Close task with the exact supplied detail to check.
- Avoid treating uncertain values as verified facts.
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.
- 3Describe which details require validation and the task wording to use.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one prospect containing a known uncertain detail.
Questions about this workflow
Does the workflow verify email deliverability?
No verification action is listed. It can create a task for a person to validate a detail using your chosen process.
What if the supplied information has no uncertainty markers?
Define clear rules for what should be checked, or have Notis report that it cannot determine whether validation is needed.
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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