Keep relationship calls in your Close activity history
Capture call details once and have Notis add a call record in Close with the information you provide.
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
Useful relationship conversations can disappear into personal notes instead of the CRM activity history.
- Reduce manual call logging
- Retain supplied notes alongside the call record
- Use the lead identifier provided with the request
Setup
Build it in a few focused steps.
- 1Connect Affinity and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Close call record using the supplied lead identifier, direction, and call details.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real call record and confirm the activity in Close.
Questions about this workflow
Does Affinity provide a call trigger here?
No Affinity trigger events are listed. The workflow starts when a webhook request sends call details to Notis.
Can Notis attach the call to the right lead?
The request should include the Close lead ID. The listed call action supports a lead ID and optional contact and call details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Close. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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