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Notis

Send Close SMS alerts for urgent 7shifts issues

Put urgent staffing and service exceptions in front of the right contact while the context is still fresh.

Trigger

Webhook received

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

Action

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.

Why this helps

Time-sensitive coverage problems can wait too long when someone must manually compose and send an alert.

  • Speeds up urgent outreach
  • Uses the supplied issue context
  • Creates a consistent escalation path

Setup

Build it in a few focused steps.

  • 1Connect 7shifts and Close once in the Notis portal.
  • 2Create a new automation and name it.
  • 3Describe the outcome: send a Close SMS only for urgent 7shifts payloads, using the supplied phone numbers and a concise factual message.
  • 4Choose the notis_webhook trigger and connect the source webhook.
  • 5Choose where run reports go, then test with one real urgent payload.

Questions about this workflow

Will it text every staffing event?

No. Tell Notis the urgency criteria and it can skip payloads that do not meet them.

What if no phone number is supplied?

Notis should report the missing number and avoid sending an incomplete SMS.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 7shifts to Close. A trigger fires from one place; an action lands in another.

7shifts 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

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

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

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

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.

7shifts and Close, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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