Check AimTell campaign readiness with a Close task
A focused pre-launch prompt helps keep audience, message, and follow-up decisions together.
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
Campaign launches move quickly, and the sales follow-up plan can be overlooked amid setup work.
- Create a repeatable pre-launch checkpoint
- Keep the sales follow-up plan visible
- Reduce last-minute missed decisions
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 AimTell campaign readiness and the intended follow-up plan.
- 4Choose a recurring Notis schedule or a Notis webhook used by your launch process, then select where run reports should go.
- 5Test the automation once and confirm the task prompt covers your review.
Questions about this workflow
Does the workflow know when an AimTell campaign is launching?
AimTell exposes no trigger events in this package. Use a recurring schedule or send an HTTP request to the Notis webhook when your launch process reaches the review point.
Can the task contain a launch date?
Include the date in the webhook request if you use a webhook. For a scheduled workflow, set the schedule to suit your launch review routine.
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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