Turn AI sales research into Close tasks
When research points to a next step, put that step where you will see it: your Close task list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Useful AI research often ends as another note to remember instead of a scheduled sales action.
- Turn findings into a specific next step.
- Keep follow-up work visible in Close.
- Reduce the mental load of remembering what to do after research.
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 create a Close task when research identifies a useful follow-up, using the supplied lead context and due date when available.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real research result and check the task in Close.
Questions about this workflow
Can Notis decide what task to create from the research?
Yes. Describe the outcome you want in the instruction, such as turning a stated next step into a concise task. The request needs to include the relevant research.
Can the task be attached to a lead?
The Close task action supports association with a lead. Include the relevant lead context or identifier in the request.
Can it choose a due date?
The task action supports a due date. Provide a date in the request or instruct Notis how to handle results without one.
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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