Keep overdue Close lead follow-ups on your radar
Let Notis check Close on a schedule and create Slack reminders for leads that may need a follow-up, so promising conversations are less likely to slip away.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a reminder
Creates a slack reminder with specified text and time; time accepts unix timestamps, seconds from now, or natural language (e.g., 'in 15 minutes', 'every thursday at 2pm').
Why this helps
A busy day can push a lead follow-up out of mind, especially when the next action is buried in Close.
- See possible overdue follow-ups in Slack reminders.
- Reduce the need to repeatedly check Close for stale leads.
- Keep the reminder tied to lead details returned by Close.
Setup
Build it in a few focused steps.
- 1Connect Close and Slack to Notis once.
- 2Create an automation in Notis and describe that it should review Close leads and create Slack reminders for follow-ups that appear overdue.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real Close lead and confirm the reminder is useful.
Questions about this workflow
How does Notis decide a follow-up is overdue?
Describe the rule in your instruction using follow-up dates or activity history available from Close. If Close does not provide the needed date or history, supply that information in your instruction or treat it as missing.
Does this send a Slack message?
This workflow creates a Slack reminder. It does not post a channel message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Close to Slack. A trigger fires from one place; an action lands in another.
Close triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Close and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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