Add AI-analyzed calls to Close
Keep the conversation and its useful takeaways together in Close after your AI workflow processes a call.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Call
Creates a record of an inbound or outbound call.
Why this helps
Call notes and analysis can be scattered across tools, leaving the CRM without a dependable record.
- Record analyzed calls alongside the lead.
- Preserve the summary in the call note.
- Spend less time recreating call details in the CRM.
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 call record from analyzed call details, including only the direction, lead context, and notes available.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real analyzed call and confirm the activity in Close.
Questions about this workflow
Can this workflow analyze audio itself?
The available action logs a call in Close. Your AI process must supply any analysis or transcript content you want recorded.
Which call details can be included?
The action supports a lead, direction, and optional contact, phone, duration, note, recording URL, and user ID. Only supply details available to the workflow.
Does it place a phone call?
No. This action creates a call record in Close; it does not place a call.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.