Bring Close lead notes into an AI review
Ask AI to make existing notes easier to scan and act on, with the source context coming straight from Close.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Notes
Retrieves recorded notes.
Why this helps
Important details get buried in long note histories, making it harder to resume a sales conversation quickly.
- Review existing lead notes with AI assistance.
- Reduce time spent searching through activity history.
- Use the summary to decide the next step with context.
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 retrieve notes for the supplied Close lead and summarize the relevant history without adding unsupported details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real lead and check the AI summary against the returned notes.
Questions about this workflow
Does this write a summary back to Close?
No. This Close action retrieves notes. Use its results in the AI workflow or report channel; it does not create or update a note.
Can I limit which notes are retrieved?
The action supports filters such as lead ID, user ID, and date range. Supply the filter context in the request when needed.
Will the summary include information outside Close?
It should only include details returned from Close or otherwise supplied to the workflow. Ask Notis to flag missing information rather than infer it.
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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