Get a scheduled review of Close notes
See important CRM context in a regular review instead of hunting through activity records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Notes
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
Why this helps
Useful customer context can sit unnoticed across a growing list of notes.
- Review note activity at a predictable time.
- Surface relevant context in a report channel you choose.
- Use date filters only when the automation instruction supplies a clear review window.
Setup
Build it in a few focused steps.
- 1Connect Close once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want.
- 3In one instruction, ask Notis to retrieve Close notes for a defined recent period and summarize notable customer context and follow-ups in its run report.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example.
Questions about this workflow
Can the review cover a specific time period?
Yes. State the period in your instruction, such as notes created since the previous daily review. The action supports date range filters.
Does this change or create CRM records?
No. The selected Close action retrieves notes. The automation can summarize the returned notes in its run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Close. A trigger fires from one place; an action lands in another.
Agent mail triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
Create Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
Delete Call
This tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.
Get Notes
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
Connect any two apps with Notis in the middle.
Agent mail and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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