Turn subscriber preferences into a clear next step
Keep a subscriber request from being lost by turning it into a task with its supplied context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
A preference or request can be hard to act on when it arrives outside the usual CRM workflow.
- Make a subscriber request actionable
- Keep the request details available in the task
- Help prevent follow-up from being forgotten
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 for a subscriber preference or request in the webhook, preserving its supplied details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one request example and verify the task gives a clear next step.
Questions about this workflow
Can this update the subscriber's AimTell settings?
No AimTell update action is listed. This workflow creates a Close task so a person can review and handle the request through the appropriate process.
What if the request is ambiguous?
Ask Notis to create a task that states what is unclear and requests review, rather than guessing the subscriber's intent.
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.