Capture qualification outcomes in Close
Keep the result of a qualification conversation attached to the prospect for the next decision.
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
Qualification decisions are hard to revisit when the call outcome stays in personal notes.
- Record the call against the supplied lead.
- Preserve qualification notes and direction from the request.
- Keep unsupported qualification facts out of the activity.
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 how to record supplied call details and qualification outcome in Close.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one completed qualification call and inspect the activity.
Questions about this workflow
Does this workflow decide whether a lead qualifies?
It records the qualification outcome you supply. Define your criteria and provide the evidence or decision in the request.
Can the activity include a call recording?
The action supports an optional recording URL. Include one only when it is provided and valid.
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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