Keep AI-processed SMS activity in Close
After an AI workflow makes sense of a text conversation, record the relevant SMS activity in your CRM.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Why this helps
Text conversations can contain important sales context that never makes it into the lead record.
- Keep relevant text interactions in Close.
- Include an AI summary when supplied.
- Reduce manual activity logging after text conversations.
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 SMS activity using the supplied phone numbers, text, and status, including a concise summary only if appropriate.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real SMS example and verify the activity details in Close.
Questions about this workflow
Does this send an SMS?
The action supports immediate sending or logging a received SMS. Specify the intended behavior clearly; for an activity-only workflow, ask it to log the message.
Can the AI summarize the message?
Yes, if the workflow receives the message content. Ask Notis to preserve the original text or include a concise summary as appropriate.
What details does the action use?
It supports local and remote phone numbers, text, status, and source. Include only details available to the request.
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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