See which Close custom activity types are available
Make relevant custom activity types visible before a review that depends on them.
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
A custom activity review can stall when the team does not know which activity types exist in Close.
- Retrieve the custom activity types defined in the connected organization.
- Compare available names with a checklist supplied in AnyDB.
- Create a task that records relevant results for the review.
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 list Close custom activity types, compare their names with the named AnyDB checklist, and create a task reporting relevant matches and gaps.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one checklist that names the activity types you expect to find.
Questions about this workflow
Does this create a custom activity?
No. The listed action only lists custom activity types.
Can it report a missing type?
Yes, if the checklist names the expected type. Notis can compare it with the returned list and report a gap.
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
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