Keep call context and prospect research together
Make the next conversation easier to pick up with a useful, factual call note.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Call
Creates a record of an inbound or outbound call.
Why this helps
A call record without context forces the next person to reconstruct the prospect story.
- Combine supplied research and call outcome in one Close activity note.
- Keep the note concise and based on provided facts.
- Associate the activity with the supplied lead ID.
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.
- 3Instruct Notis to summarize supplied research and call details in a factual call note.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real call and verify the note preserves the important context.
Questions about this workflow
Will Notis infer what happened on the call from research alone?
No. Supply the call outcome and instruct Notis to distinguish it from background research.
Can the call record be created without a lead ID?
Supply a valid lead ID so the activity can be associated correctly. If it is missing, ask Notis to report the issue instead of guessing.
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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