Bring AimTell inbound company interest into Close
Capture an inquiry as a lead while the reason for reaching out is still clear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead in the sales pipeline.
Why this helps
Inbound interest can sit outside the CRM until someone has time to re-enter the details.
- Move an inquiry into the sales workspace promptly
- Keep the supplied inquiry and campaign context together
- Reduce manual re-entry
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 lead for each inbound company inquiry in the webhook and preserve its supplied context.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real inquiry example and review the lead.
Questions about this workflow
Does AimTell itself provide the inquiry?
AimTell exposes no trigger events in this package. The webhook request must contain the inquiry or your upstream process must send it.
What if company details are incomplete?
Provide enough details for a useful lead, or instruct Notis to flag the missing information in the lead description or run report rather than guessing.
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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