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Notis

Capture qualified campaign interest in Close

Move promising campaign signals into your sales pipeline.

Trigger

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

Action

Create Lead

This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.

Why this helps

Strong campaign interest can remain buried in marketing reports instead of reaching sales.

  • Surface qualified interest
  • Reduce marketing to sales lag
  • Create a shared record for follow-up

Setup

Build it in a few focused steps.

  • 1Connect Mailchimp and Close in Notis once.
  • 2Create an automation that defines the campaign signal and lead outcome.
  • 3Pick the Mailchimp Campaign Trigger.
  • 4Choose where run reports should go.
  • 5Test with one representative campaign event.

Questions about this workflow

Will every campaign event create a lead?

Only if your instruction tells Notis to create a lead for that event and the available context supports it.

What if Close needs more information?

Notis can report the missing information for review rather than fabricating it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Mailchimp triggers

Close actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create SMS Message

This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Call

Creates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.

ActionInstant

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

TriggerInstant

Create Lead

This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.

ActionInstant

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

TriggerInstant

Create Task

This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.

ActionInstant

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

TriggerInstant

Delete Call

This tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.

ActionInstant

Unsubscribe Trigger

Triggered when a subscriber unsubscribes from Mailchimp

TriggerInstant

Get Notes

This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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