Keep Incoming SMS and Its Context Together
Send an incoming message to Notis, process its text with Abstract, and log the message in Close with the relevant context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Why this helps
Incoming texts can carry useful context but still go missing from CRM history when logging is a separate step.
- Process message content before logging it.
- Keep the received SMS in Close activity history.
- Reduce manual recaps after a text arrives.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Close once in the Notis portal.
- 2Create an automation by telling Notis to process the submitted incoming text and create a Close SMS record with the supplied message details.
- 3Pick a webhook trigger and connect its URL to the message intake source.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
Will this send a text message?
Instruct Notis to log a received SMS using the appropriate status and supplied phone details. The action also supports sending immediate SMS messages.
What information should I include?
Provide the local and remote phone numbers, message text, and any status or source values needed for the record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Close. A trigger fires from one place; an action lands in another.
Abstract triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Connect any two apps with Notis in the middle.
Abstract and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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