Know which Close account your workflow is connected to
Keep the connected Close identity visible so scheduled workflows are easier to audit across accounts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Who Am I
Returns the connected account's name and email.
Why this helps
When multiple workspaces or accounts are in use, it can be unclear which identity a workflow is operating under.
- Make the connected Close identity visible in reports.
- Reduce confusion when multiple accounts are used.
- Create a lightweight recurring connection check.
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 the connected Close account identity and report the returned name and email.
- 4Pick a recurring Notis cron trigger and choose where run reports should go.
- 5Test with one real run and verify the reported account identity.
Questions about this workflow
What does the action return?
It returns the identity of the connected Close account, including email and name.
Does this verify every Close permission?
No. It reports the connected identity and is not a full permissions audit.
Can I use this to confirm the right account before a run?
Yes. A scheduled check can make the connected identity visible in reports. For immediate confirmation, use a webhook-triggered run instead.
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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