Turn an Ably Request Into a Close SMS
Send a requested message from the same flow that carries the context, with the details recorded through Close.
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
A follow-up message can take several manual steps when its request and contact context arrive in a separate event stream.
- Reduce tool switching for a clearly requested message.
- Keep outbound message activity connected to Close.
- Use the provided phone numbers and text as the basis for the SMS.
Setup
Build it in a few focused steps.
- 1Connect Ably and Close once in the Notis portal.
- 2Create an automation by telling Notis to create an immediate Close SMS for an Ably webhook request that includes an explicit message and phone numbers.
- 3Pick the webhook trigger for the automation.
- 4Choose where Notis should send run reports.
- 5Test with one real, approved message request and verify the resulting activity.
Questions about this workflow
Can the workflow write an SMS without message content?
The request should include the intended text and phone numbers. Notis should not invent message content or recipient details.
Can Close also log a received SMS?
The action supports immediate SMS messages or logging received messages, depending on the status and details supplied.
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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