Keep AnyDB SMS records in Close
Bring message details into the CRM activity history from the record that already captures them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Why this helps
SMS details kept in a separate database can be missing from the sales conversation history.
- Log message content and phone numbers supplied in the record.
- Keep message activity with the related sales context when identifiable.
- Avoid re-entering SMS details into Close.
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 create a Close SMS activity from each message record, using its supplied numbers, text, status, and source.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real SMS record and confirm the activity details in Close.
Questions about this workflow
Can this action send a text immediately?
The action supports immediate sending as well as logging received messages. Instruct Notis to log the activity unless you specifically intend to send a message.
Will Notis fill in missing phone numbers?
No. The automation should use only the numbers supplied in the record and report when required details are absent.
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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