Keep AimTell-related SMS activity in Close
Bring a message and its campaign context into the CRM record for a more complete sales history.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Why this helps
SMS conversations can become disconnected from the push campaign or subscriber signal that prompted them.
- Keep message activity with sales context
- Support logging of inbound or outbound SMS details
- Reduce manual activity entry
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 SMS activity from the supplied message details and include relevant AimTell context.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real message example and confirm the intended activity is created.
Questions about this workflow
Will this send an SMS?
The supported action can send an immediate SMS or log a received message depending on parameters. Specify the intended behavior clearly; sending is externally visible.
Can it log a message without sending it?
Yes, the action supports logging received SMS messages. Provide the message details and explicitly request logging rather than sending.
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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