Keep prospect records ready for the next conversation
Set a monthly checkpoint to review prospect details before they create confusion in outreach.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Outdated or conflicting prospect details make it harder to trust the CRM during a busy week.
- Apply explicit criteria for records needing review.
- Create one actionable Close task when the lead can be identified.
- Report conflicting or missing information rather than resolving it by guess.
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 prospect details require review and what task to create.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one record containing a known review issue.
Questions about this workflow
Will this update or overwrite prospect records?
No. The selected action creates a task for a person to review the record.
Can Notis decide which conflicting detail is correct?
Only if you provide a reliable rule or source of truth. Otherwise, the workflow should flag the conflict for human review.
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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