Keep prospect SMS activity in Close
Record a text conversation alongside the prospect details your team already uses.
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
SMS context can disappear from the CRM, leaving the next person unsure what was said.
- Create a Close SMS activity from supplied message details.
- Record received or sent message status as described in the request.
- Avoid generating or sending message content as part of a logging workflow.
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 supplied SMS details and never compose or send a text.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real SMS record and verify its status and phone numbers.
Questions about this workflow
Does this workflow send an SMS?
The action can support immediate sending or logging received SMS. Instruct Notis to use it only to log the supplied message, and verify the behavior with a test example.
What details should the webhook provide?
Supply the phone numbers, message text, and status needed for the activity. Do not invent missing message content.
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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