Move qualified prospects from your AnyDB backlog into Close
Process a defined prospect backlog in small scheduled batches and bring qualified records into your CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Creates a new lead in the sales pipeline.
Why this helps
A backlog of prospects can remain untouched when importing and checking records one by one takes too much focus.
- Review a chosen backlog on a recurring schedule.
- Create leads only for records meeting criteria supplied in the instruction.
- Check for likely existing leads before creating duplicates.
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 review the defined prospect backlog, apply your stated qualification criteria, and create leads for qualified unmatched records.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one qualified record and one record that should be skipped.
Questions about this workflow
Does Notis know my qualification criteria automatically?
No. State the criteria in your automation instruction or provide them in the records.
Will this import every record in AnyDB?
The instruction should name the specific backlog or criteria to review. The workflow is intended for qualified records only.
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.
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.
AnyDB and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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