Refresh your Close custom object inventory regularly
Keep a current view of the custom object types your Close organization has configured.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Custom Object Types
Lists custom object types defined in an organization.
Why this helps
It is easy to lose track of CRM structures as a team adds custom objects over time.
- Refresh the current custom object list on a schedule.
- Make configured types easy to scan.
- Identify where internal definitions may be needed.
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 custom object types and refresh an inventory from returned names and IDs, labeling missing definitions clearly.
- 4Pick a recurring Notis cron trigger and choose where run reports should go.
- 5Test with one real organization and check the inventory against the returned list.
Questions about this workflow
Does this return custom object fields?
The action lists the custom object types, including their IDs and names. It does not imply field-level details.
Can it explain each object type?
The workflow can include definitions you supply. Without them, it should present the returned names and IDs without guessing.
Will it compare the current list with prior runs?
That requires a previous snapshot or another baseline to be supplied to the workflow.
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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