Know which Close account is connected to your review
Make the connected CRM identity visible when your recurring sales review depends on the right account.
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
A review can be confusing when it is unclear which Close account the connected automation is using.
- Retrieve the connected Close account name and email.
- Make the identity visible in a review task.
- Surface a connection mismatch early in the review process.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Ask Notis to retrieve the connected Close identity and create a task summarizing it alongside the named AnyDB review item.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test once and confirm the returned identity matches the intended Close account.
Questions about this workflow
Does this workflow change the connected Close account?
No. The action retrieves the connected identity and the task records the result.
What if the identity is not the expected one?
Have the automation report the mismatch so you can review the connection before acting on the sales data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Close. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB 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.