Keep prospect replies visible in Close
Bring an incoming text into the sales record so the next response has the right context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Why this helps
A reply outside the CRM can be missed during handoffs or the next follow-up review.
- Record the supplied incoming message as an SMS activity.
- Retain the supplied status and phone numbers.
- Keep the message content grounded in the webhook request.
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 log incoming SMS details exactly as supplied.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real reply record and verify the activity details.
Questions about this workflow
Does this workflow reply to the prospect?
No. It records the incoming message in Close and should not compose or send a reply.
Will it know which lead to associate with?
Provide any lead association information required by the Close action. Do not guess the lead when the request is ambiguous.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.