Check recent Close activity before acting on a document
See whether recent sales activity already answers the question raised during document review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Activities
Lists one page of email or call activities.
Why this helps
A document follow-up can duplicate a recent conversation when activity history is not checked first.
- Review a page of relevant Close email or call activity before choosing a next step.
- Reduce duplicate outreach caused by disconnected document and sales work.
- Base decisions on available activity rather than assumed history.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to use supplied document context to check relevant Close activity and report whether a recent email or call may affect follow-up.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one document case and verify the activity filters and returned page.
Questions about this workflow
Does this action retrieve every Close activity?
It lists one page of email or call activities using documented filters. Results may be incomplete if additional pages are needed.
Will this workflow send a message?
No. The selected action lists activities for review and reporting.
Can Notis know whether an activity resolved the document issue?
Only if the returned activity contains enough context. The workflow should report uncertainty when the history does not establish an outcome.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Close. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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