Give quiet prospects a clear review date
Set a weekly checkpoint for prospects who have not moved forward, using history you can actually provide.
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
Without a reliable review habit, promising leads can quietly disappear from the pipeline.
- Apply a stale criterion you define in the instruction.
- Create Close tasks for matching leads when required identifiers are available.
- Surface gaps when activity history or dates are missing.
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.
- 3State the stale criteria and what review task to create for each match.
- 4Pick a weekly schedule and choose where run reports should go.
- 5Test with one real prospect whose activity history is known.
Questions about this workflow
Can Notis determine that a prospect is stale without activity history?
No. Provide the relevant history or make it accessible to the automation. If it is missing, the workflow should report that it cannot assess the prospect.
Does a weekly schedule create duplicate tasks?
Tell Notis to check available task history before creating a task, where that history is available. Otherwise, include a deduplication check in your process.
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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