Get a quick AI recap of Close activities
Scan recent sales activity through a short recap that helps you pick up where the conversation left off.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Activities
Lists one page of email or call activities.
Why this helps
A busy activity feed makes it easy to miss what happened across recent calls and emails.
- Review a page of email or call activity more quickly.
- Create a concise recap grounded in CRM records.
- Make it easier to resume customer conversations.
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 email or call activities using supplied filters and summarize only the returned page.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real activity query and verify the recap against the listed records.
Questions about this workflow
Can this summarize every activity in Close?
The action lists one page of email or call activities using documented filters. Pagination or broader history coverage may require separate handling.
Can I filter by lead or time period?
Use the supported activity filters and provide the relevant context in the request.
Can the summary infer why a deal changed?
It can summarize what the activity records say. Ask it to identify gaps rather than infer events that are not recorded.
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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