Keep your Close activity type guide current
Make it easier to use organization-specific activity labels with a reference refreshed on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Custom Activity Types
Lists custom activity types defined in an organization.
Why this helps
Team references can become stale when custom activity types change, creating uncertainty during CRM updates.
- Refresh the list of configured activity types periodically.
- Make custom labels easier to find and understand.
- Surface missing definitions that need team input.
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 custom activity types and refresh a reference using returned names and IDs plus definitions you supply.
- 4Pick a recurring Notis cron trigger and choose where run reports should go.
- 5Test with one real run and confirm the reference reflects the current Close list.
Questions about this workflow
Does Close return usage instructions for each type?
No. The action returns the configured type IDs and names. Provide internal definitions for usage guidance.
Can the schedule detect changes?
A recurring run can retrieve the current list. To identify changes, the workflow needs access to a previous snapshot or another supplied baseline.
Does this change the Close configuration?
No. It reads the custom activity type list and prepares an updated 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
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.