Plan sales follow-up before AimTell campaigns run
Set aside a small recurring moment to decide what happens after the next campaign reaches subscribers.
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
Campaigns can be planned without a clear owner or follow-up path for the interest they generate.
- Create a repeatable planning checkpoint
- Clarify the intended next step before launch
- Keep campaign follow-up visible in Close
Setup
Build it in a few focused steps.
- 1Connect AimTell and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the outcome: create a Close task to review upcoming AimTell campaigns and decide the follow-up plan.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test once and confirm the task gives a practical planning prompt.
Questions about this workflow
Does Notis retrieve upcoming campaigns?
No AimTell campaign listing action is provided here. The scheduled task is a planning prompt; include campaign details in a webhook if the task should reference a specific launch.
Can this assign the work to a specific person?
The listed task action supports task parameters, but setup should only request assignment when the relevant user details are available in your Close account and automation context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Close. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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