Move website inquiries into Close with the useful context attached
Give Notis an inquiry page and let Airtop gather the prospect details before Close gets a ready-to-review lead.
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
Copying inquiry details into Close interrupts focused work and can leave promising prospects without a clear record.
- Create a consistent lead record from an inquiry page.
- Include a concise summary of the prospect's stated needs.
- Keep uncertain details out of the CRM record.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Close once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Describe that Airtop should review the submitted inquiry page and create a Close lead with verified details and a concise summary.
- 4Choose the Notis webhook trigger and select where run reports go.
- 5Test with one real inquiry page.
Questions about this workflow
What starts this workflow?
A Notis webhook starts it when an HTTP request submits the inquiry page information.
Will it guess missing lead details?
No. The instruction should tell Notis to use details Airtop can verify and leave unknown information out.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Close. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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