Start the day with actions from Close notes
See what was promised yesterday before new work takes over.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Action items buried in notes become dropped balls when there is no short daily review.
- Surface commitments early
- Reduce rereading
- Keep follow-ups tied to source notes
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Close once in Notis.
- 2Create a new automation for the daily notes action digest.
- 3Tell Notis to retrieve recent Close notes and report only explicit action items, commitments, owners, and dates that are present.
- 4Pick the Notis cron trigger and set the daily schedule.
- 5Choose a report channel, then test with one real day's notes.
Questions about this workflow
Will Notis invent missing owners or dates?
Tell it to report missing owners or dates rather than infer them.
Can I limit the date range?
Yes. Specify the recent period in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Close. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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.
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.
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.
Connect any two apps with Notis in the middle.
0CodeKit and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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