Turn a Close opportunity into a focused deal brief
Get a concise view of the opportunity in front of you, based on the details already recorded in Close.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Opportunity
Retrieves an opportunity by ID.
Why this helps
Deal context can be difficult to reconstruct when you have to jump between opportunities and notes before each decision.
- Summarize an opportunity before a review or conversation.
- Keep deal context tied to returned CRM information.
- Reduce time spent rebuilding context from scratch.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to retrieve the supplied Close opportunity and summarize its returned details for the stated review purpose.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real opportunity and check the brief against its Close record.
Questions about this workflow
What information can this retrieve?
The action retrieves one opportunity by ID and supports optional field projection. The brief can only use the information returned.
Can it assess deal risk?
It can summarize signals present in the returned information. Supply any criteria you want applied, and ask it to identify missing evidence rather than invent it.
Does this update the opportunity?
No. The selected Close action retrieves an opportunity and does not change its record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Close. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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