Put your Close opportunity review on the calendar
Get a recurring snapshot of Close opportunities in the channel where you already plan your day.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Opportunities
Lists opportunities with aggregate values and pagination.
Why this helps
Remembering to open the CRM and scan opportunities can become one more task competing for attention.
- Create a predictable prompt to review opportunities.
- Bring the returned opportunity information into a run report.
- Reduce the need to remember a separate CRM check.
Setup
Build it in a few focused steps.
- 1Connect Close once in the Notis portal.
- 2Create an automation from any channel or Automations, New Automation in the portal.
- 3Tell Notis to list Close opportunities and summarize the returned results in the run report.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run it once and review the report against Close.
Questions about this workflow
Does this detect opportunities that have gone stale?
The listed action returns opportunities with aggregate values and offset pagination. It does not provide a historical baseline for deciding what is stale.
Can I control when the review runs?
Yes. Choose a recurring schedule as the Notis trigger when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abyssale to Close. A trigger fires from one place; an action lands in another.
Abyssale 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
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Abyssale and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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