Keep research discussions recorded in Close
When ad research leads to a real sales conversation, preserve the useful context in the call record.
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
Important research context gets lost when a call is logged without the reason the team discussed it.
- Attach the research context to a relevant call record.
- Keep sales activity history useful to teammates.
- Avoid fabricating a call when no conversation took place.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Close once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Ask Notis to review current Adyntel findings and create a Close call record only when you provide details of a real call to log.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real call and its related research context.
Questions about this workflow
Can a scheduled review create a call record without call details?
It should not. A Close call record describes a real inbound or outbound call. Supply the call details, or use a task workflow when the needed next step is to make a call.
Does Adyntel supply call duration or recording information?
The supplied Adyntel description covers advertising research, not call metadata. Provide any call details you want recorded; otherwise leave unavailable details out.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Close. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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