Give every reviewed prospect a next action
Turn a daily pipeline sweep into a small, concrete list of follow-up actions.
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
A prospect can look active in the CRM while still having no clear next action for anyone to take.
- Use criteria you state to identify leads without a next step.
- Create a Close task with a clear action when enough information is available.
- Report leads that cannot be assessed due to missing context.
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 what counts as a missing next step and which task to create.
- 4Pick a daily schedule and choose where run reports should go.
- 5Test against one real prospect with a known next action.
Questions about this workflow
Can Notis see all Close tasks and prospect history?
Use only information available to the automation. The workflow needs relevant lead or task context to decide whether a next step is missing.
How do I prevent duplicate tasks?
Include an instruction to check available task history for an equivalent open task before creating another.
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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