Use Close notes to prepare a discussion follow-up
Before responding to a Canvas discussion that involves a customer or partner, check the related Close notes for useful context.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Action
Get Notes
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
Why this helps
Relevant relationship history may sit in Close while a discussion requiring a response is happening in Canvas.
- Bring sales history into a discussion follow-up decision.
- Reduce app switching while preparing a response.
- Use lead context you specify to retrieve notes.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the context review.
- 3Tell Notis which discussion messages need review, how to identify the related Close lead, and where to summarize retrieved notes.
- 4Pick New Canvas Discussion Message as the trigger and choose where run reports go.
- 5Test with one real message and verify the returned notes match the intended lead.
Questions about this workflow
Does this post a reply to Canvas?
No. The selected Close action retrieves notes. It can help prepare a response, but this workflow does not post to Canvas.
How does Notis know which Close lead to look up?
Provide a reliable lead identification rule or context in your instruction. The Canvas event description does not guarantee a matching Close lead identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Close. A trigger fires from one place; an action lands in another.
Canvas triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Create Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Create Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Delete Call
This tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Get Notes
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
New Canvas File Upload
Polls a Canvas course for new file uploads.
Connect any two apps with Notis in the middle.
Canvas and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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