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Notis

Log prospect calls with checked phone details

Keep call notes and contact details together, even when the call happened outside your CRM.

Trigger

Webhook received

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

Action

Create Call

Creates a record of an inbound or outbound call.

Why this helps

Call context often arrives separately from the CRM, leaving useful details out of the activity history.

  • Check a supplied phone number before logging the activity.
  • Keep provided direction, duration, notes, and contact context in a Close call record.
  • Reduce manual activity logging after a call.

Setup

Build it in a few focused steps.

  • 1Connect Addressfinder and Close once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3In one instruction, ask Notis to verify the supplied phone number and log the provided call details in Close, flagging any mismatch for review.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real call report that includes the relevant lead context.

Questions about this workflow

Does Addressfinder provide call events?

No. A webhook starts the workflow with call details supplied in its request; Addressfinder can check the included phone number.

Will this record call audio?

Only if a recording URL is supplied in the request and included in the instruction. Do not assume Addressfinder supplies recordings.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Addressfinder to Close. A trigger fires from one place; an action lands in another.

Addressfinder 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

Retrieves a contact by ID.

ActionInstant

Connect any two apps with Notis in the middle.

Addressfinder and Close, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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