Keep prospect call notes with the Close lead
Capture the call outcome while the context is fresh and keep it next to the lead.
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
Call outcomes and useful research context often end up in separate places, making follow-up harder.
- Create a Close call activity using supplied call details.
- Associate the call with a lead when its ID is included.
- Keep duration, note, and direction grounded in the provided information.
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 supplied call details to record and require a Close lead ID.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real call example and confirm the activity is on the right lead.
Questions about this workflow
Does this workflow place a phone call?
No. The listed Close action creates a call record; it does not place a call.
What if duration or recording details are unavailable?
Leave those optional details out. Do not ask Notis to infer call duration or invent a recording URL.
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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