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Notis

Move Qualified Numbers into Call Activity Logs

Use a scheduled run to check a phone queue and log a Close call activity when the number is ready for the next step.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create Call

Creates a record of an inbound or outbound call.

Why this helps

A verified calling list still requires repetitive manual steps to create activity records in Close.

  • Screen the available phone queue before logging activity.
  • Record the intended call direction and details in Close.
  • Reduce repetitive CRM entry.

Setup

Build it in a few focused steps.

  • 1Connect Abstract and Close once in the Notis portal.
  • 2Create an automation by telling Notis which available phone queue to verify and what Close call activity to create for qualifying entries.
  • 3Pick a recurring schedule as the trigger.
  • 4Choose where run reports go, then test with one real example.

Questions about this workflow

Does this place a phone call?

No. The Close action creates a call record. It does not place the call.

Where does the queue come from?

Specify an available input or connected source in your instruction. Abstract does not provide a trigger event in this workflow.

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.

TriggerScheduled

Create SMS Message

Creates an SMS activity to log a sent, received, or draft message.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Call

Creates a record of an inbound or outbound call.

ActionInstant

Create Email

ActionInstant

Create Lead

Creates a new lead in the sales pipeline.

ActionInstant

Create Task

Creates a task to track a to-do item.

ActionInstant

Delete Call

Deletes a call record; this action cannot be undone.

ActionInstant

Get Notes

Retrieves recorded notes.

ActionInstant

Get Contact

ActionInstant

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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