Keep relationship text history in Close
Pass a relationship message to Notis and record the SMS details in Close for easier context later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Why this helps
Important text exchanges can remain outside the CRM, leaving the next follow-up without context.
- Keep supplied message details with Close activity
- Reduce manual activity entry
- Use the message status and phone details provided
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.
- 3Ask Notis to create a Close SMS message activity using the supplied phone numbers, text, and status.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real message record and verify its details in Close.
Questions about this workflow
Does this workflow send an SMS?
The action supports immediate sending or logging received SMS messages. Instruct Notis to use the appropriate status and mode for the message you provide.
What information should the request include?
Include the local and remote phone numbers, message text, and the intended status. The action may also accept a source.
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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