Make your opportunity portfolio easier to review
Use your existing priority list to focus a recurring Close opportunity review.
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
Opportunity reviews become harder when priority decisions and CRM opportunity details sit in separate places.
- Use a defined AnyDB priority list to guide review.
- Retrieve available Close opportunity results with pagination.
- Create a review task based on returned data, without inventing missing metrics.
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 review the named AnyDB priority list, retrieve relevant Close opportunities, and create a task summarizing only returned values.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one priority and verify that the task reflects available Close results.
Questions about this workflow
Can the automation calculate a trend over time?
Only if the needed history or baseline is available from the returned data or supplied by you.
Does this action retrieve one opportunity or a list?
The listed action retrieves a paginated list of opportunities with aggregate values.
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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