Skip to content
Notis

Your Close always
one message away

From your messaging apps, create Close leads, log calls and emails, update opportunities, and look up sales records by voice or text.

Mailchimp

Close

What it does

Six ways to run it from a message.

Drive it by message when you need it, or put it on autopilot.

01 · The remoteDrive Close by messageYour least-resistance path to capture, update and query.

Capture sales activity

Turn a voice memo or forwarded email into a Close lead, call record, email activity, or note.

Update by message

Change opportunity details from chat. Try, "Update the Acme opportunity to the new amount and status."

Ask about Close

Notis looks up Close records and replies. Ask, "Which opportunities are open for Acme?"

02 · The autopilotPut Close on autopilotRecurring workflows that run without you.

Recurring sales digests

Get scheduled summaries of Close leads, opportunities, tasks, and sales activities delivered to your messages.

React to sales events

When a lead changes status or an opportunity changes status, Notis can respond with a message or workflow.

Connect sales workflows

Pair Close with Gmail, Slack, or Google Sheets to carry sales updates across the tools your team uses.

Channels

Close, from anywhere you
message.

Pick the channel you already live in. Notis turns it into a fully native Close remote.

Telegram

Voice-first Close bot. Record, tag, file.

WhatsApp

WhatsApp business or personal, both work.

Slack

Slash-command your way through any workspace.

iMessage

Native bubbles. iPhone, iPad and Mac.

Gmail

Forward emails. Get them filed in Close.

Notis Desktop

Run from Notis desktop with hotkeys & history.

Popular workflows

What people automate with
Close + Notis.

New Linear Issue Becomes Close Task

Automatically create a task in Close when a new issue is created in Linear.

Turn a Notion prospect into a Close lead

Create a Close lead when a new Notion database item contains a qualified prospect, so promising contacts do not stay buried in a research table.

Turn Slack prospect mentions into Close follow-ups

Create a Close task when a teammate shares a clear prospect follow-up in a Slack channel, so the next step is captured while the conversation is fresh.

Turn a Telegram inquiry into a Close lead

Capture a new sales inquiry sent to your Telegram bot as a lead in Close, so promising conversations have a clear home.

Remind me about stale Close leads

Review Close leads on a schedule and create Slack reminders for follow-ups that appear overdue.

Turn a qualified Close lead into a Linear issue

Send a qualified lead handoff from Close into a Linear project so product or customer teams can act without losing sales context.

Trigger / Action

Supported triggers and
actions

Notis builds workflows that link this app to anything else. A trigger fires from one place; an action lands in another.

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Bulk Delete Completed

Triggers when a bulk delete finishes.

TriggerInstant

Bulk Delete Created

Triggers when a bulk delete starts.

TriggerInstant

Bulk Delete Updated

Triggers as a bulk delete progresses and reports how many records it has handled so far.

TriggerInstant

Bulk Edit Completed

Triggers when a bulk edit finishes.

TriggerInstant

Bulk Edit Created

Triggers when a bulk edit starts.

TriggerInstant

Bulk Edit Updated

Triggers when a bulk edit makes progress, with the number of records handled so far.

TriggerInstant

Bulk Email Created

Triggers when a bulk email send starts.

TriggerInstant

Bulk Email Paused

Triggers when a bulk email send is paused by a person or by Close itself.

TriggerInstant

Bulk Email Updated

Triggers when a bulk email send makes progress, with the number of recipients handled so far.

TriggerInstant

Bulk Sequence Subscription Completed

Triggers when a bulk sequence action finishes.

TriggerInstant

Bulk Sequence Subscription Created

Triggers when a bulk subscribe, pause, or resume action for a sequence starts.

TriggerInstant

Bulk Sequence Subscription Updated

Triggers when a bulk sequence action makes progress, with the number of contacts handled so far.

TriggerInstant

Call Deleted

Triggers when a call is deleted from a lead’s timeline.

TriggerInstant

Call Logged

Triggers when a call is recorded on a lead, whether placed live or logged afterward.

Conditions and details

The trigger fires when a call is recorded on a lead, whether the call was placed through the service or logged after it happened. The event can be filtered to include inbound calls only.

TriggerInstant

Call Updated

Triggers when a recorded call changes, including its note, outcome, recording, or transcript.

Conditions and details

This event fires when a recorded call changes, for example when its note or outcome changes, or its recording or transcript changes.

TriggerInstant

Comment Added

Triggers when someone comments on an activity or object.

Conditions and details

This event fires when a comment is posted on an activity or object. If it is the first comment on an object, that comment also opens a thread, triggering the thread-started event in the same request.

TriggerInstant

Custom Activity Deleted

Triggers when a custom activity instance is deleted from a lead.

TriggerInstant

Custom Activity Logged

Triggers when a custom activity is logged on a lead.

TriggerInstant

Custom Activity Updated

Triggers when an existing custom activity instance changes.

TriggerInstant

Email Deleted

Triggers when an email is deleted from a lead’s timeline.

TriggerInstant

Email Logged

Triggers when an email is recorded on a lead, whether received, drafted, scheduled, or logged as sent.

TriggerInstant

Email Thread Deleted

Triggers when an email thread is deleted from a lead.

TriggerInstant

Email Thread Started

Triggers when a new email thread appears on a lead; individual messages use a separate trigger.

TriggerInstant

Email Thread Updated

Triggers when an email thread changes, such as when a message is added or its subject changes.

TriggerInstant

Email Updated

Triggers when a recorded email changes, such as an edited draft, a recorded open, or a status change.

Conditions and details

This event fires when a recorded email changes, for example when a draft is edited, an open is recorded, or its status changes.

TriggerInstant

Lead Creation Activity Added

Triggers when the “Lead Created” entry appears in a lead’s timeline.

Conditions and details

This event fires when the “Lead Created” entry is added to a lead’s timeline. It fires alongside the lead-created event for the same lead and includes the entry’s position in the timeline and the import that produced it.

TriggerInstant

Lead Creation Activity Deleted

Triggers when a Lead Created entry is removed from a lead’s timeline because the lead was deleted.

TriggerInstant

Lead Creation Activity Updated

Triggers when a lead’s creation entry moves to another lead, usually after a merge.

TriggerInstant

Lead Status Changed

Triggers when a lead changes status, alongside the general lead-updated event.

TriggerInstant

Lead Status Change Entry Deleted

Triggers when a lead status change entry is removed from its timeline.

TriggerInstant

Lead Status Change Entry Updated

Triggers when a rapid second lead status change is folded into an existing timeline entry.

Conditions and details

This event fires when a further status change is folded into an existing lead status change entry. This happens when the lead changes status twice in quick succession.

TriggerInstant

Note Added

Triggers when a note is written on a lead.

TriggerInstant

Note Deleted

Triggers when a note is deleted from a lead.

TriggerInstant

Note Updated

Triggers when an existing note is edited.

TriggerInstant

Opportunity Status Changed

Triggers when an opportunity changes status.

TriggerInstant

Opportunity Status Change Entry Deleted

Triggers when an opportunity status change entry is removed from a lead’s timeline.

TriggerInstant

Opportunity Status Change Entry Updated

A folded status change updates an existing opportunity timeline entry.

Conditions and details

Triggers when a further status change is folded into an existing opportunity status change entry on the timeline.

TriggerInstant

SMS Deleted

Triggers when an SMS is deleted from a lead’s timeline.

TriggerInstant

SMS Logged

Triggers when an SMS is recorded on a lead.

TriggerInstant

SMS Updated

Triggers when a recorded SMS changes, such as when its status moves or a delivery error is recorded.

TriggerInstant

Task Completion Entry Deleted

Triggers when a task-completed entry is removed from a lead’s timeline.

TriggerInstant

Task Completion Logged

A lead timeline logs task completion; the task also emits its own completion event.

Conditions and details

Triggers when a task-completed entry appears on a lead’s timeline. The task itself also fires its own completion trigger.

TriggerInstant

WhatsApp Message Deleted

Triggers when a WhatsApp message is deleted from a lead’s timeline.

TriggerInstant

WhatsApp Message Logged

Triggers when a WhatsApp message is recorded on a lead.

TriggerInstant

WhatsApp Message Updated

Triggers when a recorded WhatsApp message changes.

TriggerInstant
Build your own

Connect any two apps
with AI in the middle.

Choose the app that starts the workflow and the app that should react. Notis sits in between, reading each event, deciding what matters, and writing the result exactly where it belongs.

When this happens · Trigger

Do this · Action

Start saving time today.

Connect in 60 seconds. No DIY, no maintenance, no setup tax.