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Notis

Log the call and preserve the AimTell context

Keep completed conversations connected to the subscriber interest that brought them to your attention.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Call

Creates a record of an inbound or outbound call.

Why this helps

Call notes and campaign context can end up in separate places, making later decisions harder.

  • Keep supplied call details in a Close activity
  • Retain the AimTell context associated with the conversation
  • Make sales history easier to review

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 call record for a completed call and include the supplied AimTell context in its note.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one completed call example and check the resulting activity.

Questions about this workflow

Does this place or record a live phone call?

No. The action creates a call record from details supplied to the webhook; it does not initiate or capture a live call.

What details need to be available?

Provide enough call information and lead association context in the request for the Close record. Do not expect missing call details to be inferred.

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.

TriggerScheduled

Create SMS Message

Creates an SMS activity to log a sent, received, or draft message.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Call

Creates a record of an inbound or outbound call.

ActionInstant

Create Email

ActionInstant

Create Lead

Creates a new lead in the sales pipeline.

ActionInstant

Create Task

Creates a task to track a to-do item.

ActionInstant

Delete Call

Deletes a call record; this action cannot be undone.

ActionInstant

Get Notes

Retrieves recorded notes.

ActionInstant

Get Contact

Retrieves a contact by ID.

ActionInstant

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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