Check Close custom object types before your review
See which custom object types are available before relying on them in a review process.
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
A review may depend on custom object types that are unknown or unavailable in the connected Close organization.
- Retrieve custom object type IDs and names defined in Close.
- Compare available types with a checklist supplied in AnyDB.
- Record matches and gaps in a Close review task.
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 object types, compare names with the named AnyDB checklist, and create a task reporting the relevant matches and gaps.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one checklist that names an expected custom object type.
Questions about this workflow
Does this create or edit custom objects?
No. The listed action retrieves custom object type IDs and names.
What should the checklist contain?
List the custom object type names that matter for your review. Notis can compare those names with the returned Close list.
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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