Make your Close custom object types understandable
Get a simple inventory of the custom object types your organization has configured in Close.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Custom Object Types
Lists custom object types defined in an organization.
Why this helps
Custom data structures can be unfamiliar, making it harder to understand what information the CRM can represent.
- See configured custom object types in one readable inventory.
- Ground the reference in the current Close organization.
- Spot where additional internal definitions are needed.
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 Close custom object types and format the returned names and IDs as a reference, noting that descriptions must be supplied separately.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real organization and confirm the inventory matches the returned types.
Questions about this workflow
Does the action return object fields or definitions?
It lists custom object types and their IDs and names. Do not assume it supplies object fields or business definitions.
Can AI explain how our team uses each object?
Only if you provide those definitions. The workflow can organize supplied explanations alongside the returned type list.
Does this make changes in Close?
No. It retrieves configuration information and prepares a reference.
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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