Create a clear guide to Close custom activity types
Turn your configured activity types into a simple reference people can use when logging sales work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Custom Activity Types
Lists custom activity types defined in an organization.
Why this helps
Organization-specific activity labels can be hard to remember, especially when onboarding or switching contexts.
- Make custom activity labels easier to scan.
- Create a reference grounded in the current Close configuration.
- Reduce uncertainty when choosing an activity type.
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 list the Close custom activity types and explain them using only their returned names and IDs plus any definitions you provide.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real organization and verify the reference against its returned activity types.
Questions about this workflow
Does Close return definitions for every activity type?
The action returns each custom activity type's ID and name. Supply descriptions if you want the guide to explain intended use beyond those labels.
Will this create or modify activity types?
No. It only retrieves the configured list and creates a reference in the workflow output.
Can the guide help with custom activity logging?
It can clarify the available labels. This action does not create a custom activity instance.
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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