Give AimTell referral interest a home in Close
Keep referral context attached to the lead so the next conversation starts with useful background.
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
Referrals are easy to mishandle when their source and context are separated from the sales record.
- Record referral interest in the CRM
- Preserve source context provided with the request
- Make referral follow-up easier to organize
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 a referral signal and include the referral context supplied in the webhook.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one referral example and review the created lead.
Questions about this workflow
Does AimTell provide a referral event?
No native AimTell trigger event is listed. This workflow requires a Notis webhook request containing the referral signal and context.
Can Notis identify the referred company if it is missing?
No. Include the company or contact details needed for the lead, or have the automation flag incomplete information for review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.