Get your Close opportunity digest on a schedule
Start your review with a focused pipeline digest waiting in your chosen report channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Opportunities
Lists opportunities with aggregate values and pagination.
Why this helps
Pipeline context can be easy to lose between reviews, especially when the CRM check keeps slipping off the calendar.
- Get pipeline context on a consistent schedule.
- Reduce manual CRM scanning before reviews.
- See returned opportunity information in a concise format.
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 list Close opportunities with the desired filters and summarize only the returned records.
- 4Pick a recurring Notis cron trigger and choose where run reports should go.
- 5Test with one real pipeline run and review the digest for pagination and data coverage.
Questions about this workflow
Can I choose the schedule?
Yes. Select a recurring schedule in the trigger setup. Choose a cadence that matches your pipeline review routine.
Will the digest include the full pipeline?
The Close action uses offset pagination. The digest can only cover the records retrieved, so define the scope and page coverage appropriately.
Can it compare against last week?
Only if you provide a prior snapshot or another explicit baseline. This action does not itself provide historical comparisons.
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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