Keep AimTell-sourced lead records useful
A short recurring review can surface records that need context, ownership, or a next step.
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
Leads created from campaign activity can become hard to work when details or next steps are incomplete.
- Prompt regular attention to incomplete records
- Make missing context easier to spot
- Encourage clear ownership and next steps
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-sourced lead records for missing context and next steps.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test once and confirm the review task is specific enough to act on.
Questions about this workflow
Will this scan all Close leads automatically?
The listed action creates a task; it does not list or update leads. Treat the task as a review prompt unless you configure another supported data source.
Can it clean up records itself?
This workflow only creates a task. It does not modify existing lead records, so a person can review and make appropriate updates.
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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