Keep researched prospects moving with Close tasks
Turn a regular prospect review into a clear next step in Close.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Research is easy to postpone when every promising prospect needs a separate follow-up reminder.
- Create a Close task for each prospect that meets your stated criteria.
- Set the task timing in your instruction when the necessary date information is available.
- Keep the prospect review and next step in one routine.
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 available prospects need a Close follow-up task and what it should say.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real prospect example and confirm the task is useful.
Questions about this workflow
Does the schedule automatically read every Aeroleads record?
The schedule starts the automation, but the instruction must specify the prospect data Notis can access or that you provide. Do not assume an unlisted Aeroleads event or data source.
Can I set a due date?
Yes, when the instruction and available information provide a sensible due date for the task.
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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