Restart a prospect conversation with context
Draft a thoughtful check-in that reflects the history you provide, without guessing why the prospect went quiet.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email
Why this helps
Reopening a stalled conversation takes extra effort when the last interaction and reason for follow-up are hard to find.
- Use supplied interaction history to inform the draft.
- Avoid assuming the reason for silence.
- Keep the message as an unsent draft for review.
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 re-engagement email from supplied history only.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one quiet prospect and review the message for context and tone.
Questions about this workflow
Can Notis determine why the prospect stopped responding?
No. That reason must be supplied, and the draft should not imply a reason that is not known.
Will the re-engagement email be sent?
No, when instructed to create a draft. Review it before choosing whether to send.
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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