Prepare a Close introduction email for review
Give each researched prospect a relevant first draft without sending it automatically.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email
Why this helps
Writing a thoughtful first email from scattered research takes time and makes outreach harder to start.
- Create an unsent draft based on the supplied prospect context.
- Keep the email attached to the Close lead when its ID is provided.
- Review accuracy and tone before any external delivery.
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 to draft an unsent Close email using only supplied prospect facts.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect and review the draft before sending.
Questions about this workflow
Will the email be sent automatically?
This workflow is for an unsent draft. The Close action supports send-capable modes too, so explicitly instruct Notis to create a draft only.
Can the draft mention details absent from the prospect data?
It should not. Instruct Notis to use only supplied facts and leave unsupported claims out.
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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