Turn Ably Presence Signals Into Close Follow-Up Tasks
Make a useful next step visible in Close when scheduled presence checks reveal someone needs a follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Presence signals can be easy to notice in the moment and easy to forget once you return to other work.
- Keep follow-up actions in the CRM where sales work is tracked.
- Reduce the need to repeatedly check presence manually.
- Turn relevant presence context into a concrete next step.
Setup
Build it in a few focused steps.
- 1Connect Ably and Close once in the Notis portal.
- 2Create an automation by telling Notis to review the Ably presence context you specify and create Close tasks for relevant follow-ups.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real presence example and confirm the task text is actionable.
Questions about this workflow
Can this discover presence data by itself?
The automation can use the Ably presence context available to it. Specify the channels and decision criteria in your instruction; do not assume unprovided history or baselines.
What does the schedule trigger do?
A Notis cron trigger starts the automation on a recurring schedule you choose.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Close. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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