Capture qualified AimTell segment interest in Close
Bring the segment and qualification context into Close when a subscriber signal meets your criteria.
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
Segment-level interest can be difficult to translate into a specific sales record and next conversation.
- Preserve segment context with a new lead
- Apply your stated qualification rule consistently
- Reduce manual transfer from campaign insights
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 only when the supplied AimTell segment signal meets your qualification rule.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one qualifying example and confirm the lead details reflect the request.
Questions about this workflow
Can Notis infer segment membership?
Only if the webhook request includes the segment information or another supported source provides it. Include the needed signal details in the request.
Can it prevent duplicate leads?
Ask Notis to check for an existing match when available, but do not rely on deduplication unless the needed identifying details and lookup capability are available in the configured automation.
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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