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Notis

Create a Close lead from every new AnyDB prospect

Capture prospect details once in AnyDB and have Notis create a Close lead when the record arrives through your webhook.

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

Manually re-entering prospect details slows down first follow-up and leaves new opportunities outside your CRM.

  • Reduce duplicate data entry for new prospects.
  • Keep available company and contact details with the new lead.
  • Start lead follow-up from your existing intake process.

Setup

Build it in a few focused steps.

  • 1Connect AnyDB and Close once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
  • 3Ask Notis to create a Close lead from each prospect record received, using only the company and contact details present.
  • 4Pick the Notis webhook trigger and choose where run reports go.
  • 5Test with one real prospect record sent through the webhook.

Questions about this workflow

Does AnyDB provide a native trigger for this workflow?

No AnyDB trigger event is listed here. This workflow starts when a Notis webhook receives a request.

What happens if a record has no contact details?

Notis can use the company details that are present. The automation should not invent missing contact information.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link AnyDB to Close. A trigger fires from one place; an action lands in another.

AnyDB 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.

AnyDB and Close, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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